Harvest Financial Partners

Harvest Financial Partners (CRD# 146162) is a financial advisory firm headquartered in Paoli, PA. They manage $73,228,182 in 219 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $334,375
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Harvest Financial Partners
Showing 1 - 2 of 2 top financial advisors.
1
James Wright
CRD#: 2470758
159 Lancaster Avenue, Suite Three, Paoli, PA 19301
103
Wealthminder
score

James Wright (CRD# 2470758) is an Investment Advisor Representative and one of the founders of Harvest Financial Partners in Paoli, PA. Harvest Financial Partners is an intimate, highly experienced investment management and financial advisory firm. Harvest works with indivduals and small businesses.

 

Jim has over 28 years of experience in the industry.

 

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.

 

2
John G. Fattibene
CRD#: 1441984
159 Lancaster Avenue, Suite Three, Paoli, PA 19301
96
Wealthminder
score

John Fattibene (CRD# 1441984) is an Investment Advisor Representative working at Harvest Financial Partners in Paoli, PA and has over 13 years of experience in the finance industry. John Fattibene has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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