Harvest Financial Advisors, LLC

Harvest Financial Advisors, LLC (CRD# 145552) is a financial advisory firm headquartered in West Chester, OH. They manage $468,510,940 in 1,157 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
8840 Cincinnati-dayton Road, West Chester, OH 45069
https://harvest-advisor.com
By the Numbers
  • Total Assets Under Management
    469
    MILLION
  • Total Number of Accounts
    1,157
    ACCOUNTS
  • Average Account Value
    $404,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, KY, NE, OH, PA, TX, VA

Financial Advisors at Harvest Financial Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Paul Burgdorf, financial advisor West Chester OH
Paul E. Burgdorf
CRD#: 5868892
8840 Cincinnati-dayton Road, West Chester, OH 45069

Paul Burgdorf (CRD# 5868892) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in West Chester, OH and has over 13 years of experience in the finance industry.

2
Monica Dwyer, financial advisor West Chester OH
Monica L. Dwyer
CRD#: 4941189
8840 Cincinnati-dayton Road, West Chester, OH 45069

Monica Dwyer (CRD# 4941189) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in West Chester, OH and has over 18 years of experience in the finance industry.

3
Marc Henn, financial advisor Cincinnati OH
Marc E. Henn
CRD#: 2120816
312 Walnut Street, Suite 1600, Cincinnati, OH 45202

Marc Henn (CRD# 2120816) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in Cincinnati, OH and has over 33 years of experience in the finance industry.

4
Bruce Mason, financial advisor Cincinnati OH
Bruce Mason
CRD#: 4525261
312 Walnut Street, Suite 1600, Cincinnati, OH 45202

Bruce Mason (CRD# 4525261) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.

5
Gaye Clarke Lampert, financial advisor Naples FL
Gaye Clarke Lampert
CRD#: 1243816
Naples, FL

Gaye Clarke Lampert (CRD# 1243816) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in Naples, FL and has over 40 years of experience in the finance industry.

6
Benjamin Hunter, financial advisor West Chester OH
Benjamin F. Hunter
CRD#: 7399822
8840 Cincinnati-dayton Road, West Chester, OH 45069

Benjamin Hunter (CRD# 7399822) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in West Chester, OH and has over 2 years of experience in the finance industry.

7
Matthew Savoti, financial advisor West Chester OH
Matthew M. Savoti
CRD#: 5758985
8840 Cincinnati-dayton Road, West Chester, OH 45069

Matthew Savoti (CRD# 5758985) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in West Chester, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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