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.
General 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 |
Firm Information |
| Assets Managed by Advisor: | $250000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets |
Education |
| Bachelor of Science - Economics | Purdue University
- West Lafayette, IN 08/10/1986-12/10/1990 |
| BS Economics | Purdue University
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Disclosures |
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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. |
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Additional Detailed Disclosures |
