VETTED
Marc Henn
CEPA®, CFP®
Tel: 513-779-3030 8840 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
Firm Start Year:
2008
Name of Custodial Firm:
Charles Schwab, JP Morgan, Fidelity
Work with the following types of clients:
Individual Investors, Non-Profit Organizations, 7685976861, Businesses
Advisory Services Provided:
Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting
Services
Investment Types:
Stocks, Bonds, Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs)
Preferred meeting methods
Can meet clients in the following ways:
Email, Phone, Our Office, Your Home, Video Conference
Compensation and Fees
Compensation Methods:
Based on Assets
Firm Information
Assets Managed by Firm:
700,000,000
Total Assets Under Management by Advisor:
400,000,000
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
Compliance
Registered Investment AdvisorYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday8:30 AM - 5:00 PM
Tuesday8:30 AM - 5:00 PM
Wednesday8:30 AM - 5:00 PM
Thursday8:30 AM - 5:00 PM
Friday8:30 AM - 4:00 PM
Research This Advisor
Talk to an AdvisorFINRA/SEC Registered Advisors
Your Information is Safe and Secure
