What We Do

 

Harvest Financial Group, LLC , is an independent, fee-only investment advisory firm located in Richmond, VA. The firm is also a Registered Investment Advisor with the Securities and Exchange Commission (SEC).

 

 

Helping You Address Your Investment Planning Challenges

No two clients have the exact same financial situation or goals. We take the time to listen to your needs, concerns and plans for the future while working alongside you to tailor financial strategies towards achieving your goals.

While no two investors are the same, there are some common questions we help them answer. Among these are:

  • Am I able to retire?
  • How might I both grow and preserve wealth in retirement?
  • Will I run out of money?
  • What might happen to our finances should my spouse pass away?
  • How might a market downturn impact my retirement plans?
  • Are their opportunities to reduce my tax burden by better managing my investment portfolio?
  • Might I be taking too much or not enough risk with my investment portfolio for generating the returns I need to achieve my financial planning goals?

 

Your Best Offense is a Great Defense

 

We focus on the preservation of your assets first. Buy and Hold investment strategies is not the most prudent asset allocation technique to grow assets and hedge risk during a volatile market. For this reason, Harvest Financial utilizes a hybrid approach, leveraging both tactical and strategy-based asset allocation methods. This allows for greater portfolio diversification and enables us to act swiftly during tough market conditions. You can read more about this under our Investment Methodology Page.