Purpose-Driven Financial Planning and Investment Management

Harvest the blessings of disciplined financial stewardship.

Registered Investment Advisor

At HarvestWise Wealth Planning, we believe that wealth is more than just a number—it’s a tool to help you live a life of meaning and purpose. You’ve worked hard to build what you have, and now you want your wealth to reflect what matters most: your faith, your family, and your future. That’s why we’re here.

We offer more than just financial management; we offer a partnership. We walk alongside you, helping you align your financial decisions with your values, so you can live with confidence, knowing that your wealth is being used for good. Whether you’re thinking about retirement, business succession, or making an impact through charitable giving, our approach is designed to help you steward your wealth wisely, leaving a lasting legacy.

At HarvestWise, we believe in the power of stewardship. We help you manage your wealth with care, ensuring that it not only provides for your needs but also creates a positive impact on the world around you. Let us help you navigate the complexities of wealth management with clarity and peace of mind, so you can focus on what truly matters: living a life that reflects your purpose and values.

Wealth Planning

Built for you.

We understand that managing wealth comes with complexities that can feel overwhelming. At HarvestWise, we take the time to listen, learn, and understand each client’s unique situation, providing compassionate support at every step.

Plan

Invest

Retire

Give

Wealth Management

Why Choose Us

HarvestWise Wealth Planning is set apart by our deep commitment to aligning wealth with purpose. We believe that true financial security comes not from accumulating wealth but from using it to live a life of meaning and impact. Our faith-guided, values-driven approach to financial planning ensures that each client’s wealth serves a higher purpose and creates a lasting legacy.

Let's plan your financial path.

Independent

Our recommendations are based solely on your goals and objectives.

Fiduciary

Putting our client’s best interests FIRST at all times.

Comprehensive

We tend to the details without ever losing sight of the big picture.

Fee-only

An open and transparent relationship is the key to long-term success.

About Us

FAQ

About Us

Client-First Philosophy

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.