Vetted Advisor's Table

Marc Henn, CFP®
Harvest Financial Advisors

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.

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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


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


Bachelor of Science  - Economics   Purdue University  - West Lafayette, IN
BS Economics   Purdue University


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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