With concerns over the global economy and uncertainty over the future of tax rates, health care, Social Security and a host of other variables, it is increasingly difficult to know which way to turn when it comes to investing. Harvest Financial Advisors, based in Cincinnati, Ohio, helps take the worry out of wealth management. Many of the firm’s nationwide clients are successful professionals, retirees and high-net-worth families with complex planning and business-related issues that require the high level of expertise for which Harvest Financial is known.
“We strive to mitigate risk through a variety of investment strategies, income tax planning, estate planning, alternative minimum tax avoidance, cash flow strategies, and other means,” says Marc Henn, CFP®, founder and president.
With over $350 million in total managed assets, Harvest Financial Advisors offers the resources and experience of a large firm but stays small enough to provide the personal attention its clients appreciate. As an independent firm, Harvest Financial is not tied to a third party, nor does it sell any financial products. Harvest provides unbiased advice and designs portfolios that are tailored to each client’s unique financial circumstances while maintaining the utmost transparency. Harvest also coordinates with clients’ attorneys, accountants and other advisors to meet their clients’ complete needs.
“We do an excellent job of investing for our clients, and we also look for ways to bring additional benefits, e.g., saving money on income taxes, alternative minimum tax and probate and estate taxes,” Henn says. “To assist them, Harvest Financial created a proprietary planning process called The Wealth Navigator™ that encompasses several disciplines to gain a comprehensive understanding of each client’s financial profile.”
With over 20 years in the industry, Henn started Harvest Financial Advisors at the beginning of 2008. Harvest enjoys steady growth as a result of referrals by satisfied clients who have done well, even during the worst economic crisis in America since the Great Depression. Henn and his team have often been interviewed by news media such as The Wall Street Journal, Barron’s, Time, Fox Business News, Financial Planning, the Cincinnati Business Courier and others.
“Serving as a trusted advisor to our clients is a privilege, and we love helping them prosper,” Henn says. “Our goal is to build financial strategies in which our clients thrive. From this they can feel confident and secure in their future.”
8897 Cincinnati-Dayton Road
West Chester, OH 45069
513.779.3030 / 800.361.0329