A Professional Relationship You Can Rely Upon.
We offer individualized attention from a highly trained and committed team of professionals. We pledge to a fiduciary standard of care, and our fee-only service model helps ensure that your interest come first.
Harvest Asset Group is an independent, fee-only financial planning and investment advisory firm. We are committed to a personalized approach to help you establish and reach your financial goals. As a Harvest Asset Group client you can expect:
- To work with professionals who seek to understand your unique circumstances, values and preferences.
- Consistent focus on your goals and how to best achieve them.
- Help understanding different options regarding important financial decisions, so that you can move forward with confidence.
- Clear, plain English explanations of financial concepts and products.
- A dynamic process that helps prepare for changes in life—either expected or unexpected.
- To work with a fiduciary who puts your interests first.
To schedule of brief phone conversation to learn more call us at (207) 775-1151, or send us a note.