Harvest Financial Partners

Tel: 610-240-4742
159 W. Lancaster Avenue
Suite Three
Paoli, PA 19301
Harvest Financial Partners | Financial Advisor in Paoli ,PA

About Harvest Financial Partners

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

General Information

Firm Start Year:   2008
No.of Employees:   2-4
Gender:   Male
States Licensed in:   PA
Number of Years with Current Firm:   5
Work Experience:   Jim Wright has worked with individual and institutional clients as an investment manager and analyst for more than 27 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.
I work with the following types of clients:   Individual Investors, Businesses, Non-Profit Organizations, Trusts
Advisory Services Provided:   Wealth Management, 401K Rollovers, Portfolio Management, Financial Advice & Consulting, Financial Planning for Individuals, Retirement Planning, Money Management, Education Funding and Planning


Investment Types:   Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Bonds
I can meet clients in the following ways:   At your home, At your office, Via Phone, Via Email, At my office

Qualifications & Memberships


Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record

Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets, Flat Fee, Hourly


BA - History  Vassar College

MBA  Dartmouth College-Amos Tuck School of Business


  • 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.
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Jim Wright, CFA

Jim Wright, CFA


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My 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.

My Team

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.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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