Harvey Financial Management

Harvey Financial Management provides expert financial advice to individuals, trusts, non-profits, and businesses. We manage approximately 120 accounts for clients in 13 states. We differentiate ourselves from other advisors primarily by qualifications and experience. We have the top credentials in the financial industry. Our five employees have earned five master's degrees and five bachelor's degrees, all in relevant fields. We hold CFA and CPA credentials, with two employees on the CFP path. This reflects our client base, which largely consists of accomplished professionals who expect advisors with experience and credentials equal to their own. That said, we are proud to assist everyone. We have no minimum asset requirement, and we are especially enthusiastic about helping everyone get on a path to financial freedom and success. We operate on a fiduciary business model that is: 1) Driven by experience, credentials, and education well beyond what you will typically find in retail brokerage firms. 2) Typically far less expensive to the client; 3) Truly Independent -- we are not affiliated with any brokerage or financial institution; and 4) Legally obligated to act in the client's best interest...and we take that to heart every day.