Harvest Financial Advisors is a team of seasoned professionals committed to helping clients grow, protect, and enjoy their wealth. We always put our clients first and give them personal attention, custom-tailored solutions, and a remarkable range of services. We are fee only and independent, which means there is no corporate office in another part of the country requiring quotas or promoting the sale of pre-packaged financial products that may not align with your needs. We are free to research and select from a broad universe of investments for the sole benefit of our clients. We have clients located across the country, and our capabilities allow us to work with anyone in all 50 states. Because of our size, we are regulated at the federal level by the Securities & Exchange Commission. Smaller firms (assets under management below $100M) are regulated at the state level.
For most clients, we charge an Assets Under Management fee but there is no additional fee for financial planning. For divorce work, we charge an hourly fee.
Monica Dwyer is a Certified Financial Planner® Practitioner and Certified Divorce Financial Analyst® with over fifteen years of experience. She is affiliated with the Financial Planning Association (FPA). Monica is a 1992 graduate of the University of Cincinnati with a Bachelor of Science in Marketing and Management and Certificates in Spanish and International Business. Monica has a passion for educating and planning for widows, divorcees and those planning for college or retirement. She also provides financial guidance to help divorcing couples find solutions to complex property division. She volunteers with CARE, Community Aging Resource Experts, in her local community.Contact this advisor