VETTED
Marc Henn
CFP®
Tel: 800-361-0329 8897 Cincinnati Dayton Rd West Chester, OH 45069
About Harvest Financial Advisors
At Harvest Financial Advisors, we combine the responsiveness and flexibility of an independent, personal firm, with the expertise found in the largest investment management companies to provide you with peace of mind. The financial goals of our clients, including the protection and growth of long-term wealth, are our highest priority. We work with clients from the same side of the table to design personalized that remain true to their future plans and aspirations.
See DisclosuresGeneral Information
Name of Custodial Firm:
Charles Schwab, JP Morgan, Fidelity
Work with the following types of clients:
7685976861
Advisory Services Provided:
Financial Planning, Investment Advice & Management
Services
Can meet clients in the following ways:
Email, Phone, Your Home
Compensation and Fees
Compensation Methods:
Based on Assets
Firm Information
Total Assets Under Management by Advisor:
$250000
Education
Bachelor of Science - Economics:
Purdue University - West Lafayette, IN
08/10/1986 - 12/10/1990
BS Economics:
Purdue University
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
30 Years of Experience
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