Harvest Financial Partners is an intimate, highly
experienced investment management and financial
advisory firm founded on two simple beliefs:
1) People still care about personal service.
2) The right relationship allows us to accomplish more
together than we could separately.
In these uncertain times, it is important to have a
financial partner you can trust. At Harvest our
approach is different, we get to know you and we take
on your financial goals as if they were our own so
you can sleep better at night. We craft a portfolio
that is customized to meet your needs. We never try to
sell you anything and you do not have to be wealthy to
be a client. You just have to want a more secure
financial future.
Harvest Financial Partners is run by its two
principles, Jim Wright and John Fattibene
John Fattibene
John Fattibene began his career as a commercial lending officer in Baltimore. When John left lending, he joined Vanguard where he worked as a financial planner. After leaving Vanguard, John worked for two financial planning firms and an investment management firm. John is also an attorney.
Like Jim, John attended Vassar College as an economics major. He received his J.D. from the University Of Maryland School Of Law. John is a Certified Financial Planner.
General Information |
| Firm Start Year: | 2008 | |
| No. of Employees: | 2-4 | |
| States Licensed in: | PA |
| Number of Years with Current Firm: | 15 |
| Work Experience: | Jim Wright has worked with individual and institutional clients as an investment manager and analyst for more than 35 years. Before deciding to form Harvest Financial Partners with John Fattibene, Jim worked at Davidson Trust Company, Delaware Investments and PNC Bank. Jim also spent four years working for a small trust company in Portland Maine. |
| Work with the following types of clients: | Individual Investors, Businesses, Non-Profit Organizations, Trusts |
| Advisory Services Provided: | Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Advice & Consulting, Portfolio Management |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Your Office, Your Home, Our Office, Phone, Email |
Qualifications & Memberships |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Compensation Methods: | Based on Assets, Flat Fee, Hourly |
Education |
| BA - History | Vassar College - |
| MBA | Dartmouth College-Amos Tuck School of Business - |
Financial Services |
| Financial Advice & Consulting
We recognize that everyone has lots of financial questions. We can help you answer those questions and plan for a happy financial future. |
| Financial Planning for Individuals
We can help you put together a comprehensive financial plan. |
| Portfolio Management
We provide very personalized investment advice. There are no models, everything is customized to you. |
| Retirement Planning
We work with our clients to help them prepare for a comfortable retirement. We will help you understand if you are saving enough and whether you are taking full advantage of your retirement plan at work. We also help you understand your social security options. |
| 401K Rollovers
We often think it makes more sense to rollover a 401(k) into an IRA as it gives you more options in how to invest your money. We can assist you with a rollover and also help you invest the funds in a manner that makes sense for you. |
| Education Funding and Planning
If you have children and need help planning for college, we can help. We will help you evaluate 529 plans, as well as other savings options. |
| Investment Advice & Management
We provide very personalized investment advice. We use stocks, bonds, mutual funds and ETFs. When picking individual stocks our approach emphasizes dividends, quality and value. |
| Wealth Management
We provide very personalized investment advice. There are no models, everything is customized to you. We use a range of instruments, including stocks, bonds, mutual funds and ETFs. |
| Money Management
We provide very personalized investment advice. There are no models. We determine your goals and put together an asset allocation and strategy that is customized to you and your needs. |
FAQs |
Why should I choose you as my financial advisor?Jim is a Chartered Financial Analyst (CFA). John is a Certified Financial Planner (CFP) |
How do you charge for your services?We offer personalized investment management and financial planning services. |
How many clients do you currently manage?We are a fee only manager. |
Will you be the only person working with me?Typically, our clients give us full discretion to make investment decisions in their account. This means that we can buy or sell something without their prior approval. Some of our clients ask that we get their permission before we make trades and we are happy to do that, as well. |
How much risk should I be willing to take?That is a question that we will discuss as we work together. It would be impossible for us to answer that question until we get to know you better. |
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. http://www.harvestfp.com/legal.php |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
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