Helping you grow and harvest your life’s work.
Our team of financial professionals understand that your life is not an event; it is a journey. We understand the steps, emotions and thoughts involved before you engage our company and strive to provide solutions that are tailored to your needs. Get in touch and one of our financial advocates will reach out to you shortly.
Harvest Capital Advisors provides comprehensive and unbiased financial advice to families and entrepreneurs with complex financial needs. As an independent, fee-only firm held to a fiduciary standard, we are able to remain objective and impartial, ensuring our clients' interests are our first priority.
We are a group of seasoned, credentialed professionals in our own discipline. We often collaborate with outside professionals – legal, tax, business valuation, trust, banking, insurance and other specialists. This multi-disciplinary approach allows us to attend to all aspects of our clients’ life situations holistically with breadth and depth of our collective experience.
We assist in managing your personal finances by holistically integrating disjointed parts of your financial life, in alignment with your goals and deeply held values. We monitor and adjust your plan to your changing circumstances, investment performance and tax laws.
Based on your goals, time horizon, risk tolerance and liquidity needs, we construct a customized portfolio and asset allocation strategy with tax implications in mind. We continually monitor and evaluate your portfolio to ensure it’s in alignment with your overall financial plan.
We help business owners coordinate various moving parts that entail business succession and/or sale. We help you set post-sale goals and analyze potential tax ramifications of various business sale structures to assess your ability to meet your personal and family goals after transition.
Equity-based compensation can be challenging to navigate. Tax rules are confusing, and you often end up with a very concentrated stock position. We work with you to evaluate your plan documents and develop a strategy consistent with your financial goals.
Harvest Capital is a proud member of the National Association of Personal Financial Advisors (NAPFA).
NAPFA is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Let us know how we can help!
Call or send us a quick email and one of our financial advocates will reach out to you shortly.