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Harvest Financial Advisors LLC
Multifamily office listing in West Chester, Ohio, United States.
- SEC-registered
- Founded 2008
- Regulatory AUM
- $671 million
- Employees
- 9
- Clients
- 1-10
- Founded
- 2008
Independent fiduciary wealth management for individuals, families, and ultra-high-net-worth households.
Overview
Harvest Financial Advisors is an independent fiduciary wealth management firm serving individuals and families with $500,000 to $20 million or more in assets. The firm reports more than $650 million in assets under management and more than 400 families served.12
History
Marc Henn founded Harvest in 2008, and the firm now serves clients across the country.1
Leadership
Marc Henn is CEO and Founder. He has more than 30 years of family office and wealth management experience and holds CFP® Practitioner and Certified Exit Planning Advisor® designations.3
Paul Burgdorf is Chief Operating Officer. He has worked at Harvest since 2009 and brings experience in operations, technical innovation, consulting, and client experience.3
Bruce Mason is Senior Vice President and leads research and trading. He has worked at Harvest since 2008.3
Monica Dwyer is Senior Vice President and Wealth Advisor. A CFP® Practitioner and Certified Divorce Financial Analyst®, she advises families, widows, and divorcees on tax-efficient strategies, retirement, estate planning, and spend-down approaches.3
Services
Harvest provides comprehensive planning, wealth management, retirement planning, corporate executive services, divorce planning, exit planning, college planning, estate and legacy planning, charitable giving, and family wealth transfer.2
The firm’s multi-family office service is designed for ultra-high-net-worth families with $20 million or more. It addresses risk mitigation, tax and estate strategy, investment management, family governance, continuity, and wealth transfer.4
What the firm offers
- Investment management
- Tax planning
- Estate planning
- Trust and fiduciary
- Philanthropy
- Family governance and education
- Business owner services
- Retirement planning
Client Focus
Harvest works with individuals, retirees, business owners preparing for transition or exit, and families building or preserving generational wealth.1
Approach
Harvest describes its Wealth Management LifePath™ as a personalized process that combines independent research, asset allocation, investment selection, retirement planning, and college planning.2
The firm says its planning process begins with each client’s goals and values. It analyzes investments, income, assets, expenses, liabilities, and risk exposure before developing and reviewing a tailored plan.5
Harvest reports that it operates on a fee-only basis, acts as a fiduciary, and does not sell commission-based products.5
Assets and Minimums
Harvest serves clients with $500,000 to $20 million or more in assets. Its multi-family office service is for families with $20 million or more. The firm reports more than $650 million in assets under management and more than 400 families served.124
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $271 million | $129 million | $142 million |
| 2017 | $326 million | $157 million | $169 million |
| 2018 | $332 million | $175 million | $157 million |
| 2019 | $333 million | $174 million | $159 million |
| 2020 | $329 million | $235 million | $94 million |
| 2021 | $322 million | $291 million | $32 million |
| 2022 | $401 million | $380 million | $21 million |
| 2023 | $406 million | $389 million | $17 million |
| 2025 | $583 million | $560 million | $23 million |
| 2026 | $671 million | $647 million | $24 million |
| Year | Average AUM per client |
|---|---|
| 2018 | $2 million |
| 2019 | $1 million |
| 2020 | $1 million |
| 2021 | $1 million |
| 2022 | $1 million |
| 2023 | $1 million |
| 2025 | $1 million |
| 2026 | $2 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 421 |
| High net worth individuals | 21 |
| Year | Employees |
|---|---|
| 2016 | 4 |
| 2017 | 5 |
| 2018 | 6 |
| 2019 | 6 |
| 2020 | 6 |
| 2021 | 6 |
| 2022 | 6 |
| 2023 | 10 |
| 2025 | 9 |
| 2026 | 9 |
Ranks #7 of 7 SEC-registered firms in OH on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 145552. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
Who does Harvest Financial Advisors serve?
Harvest serves individuals, retirees, business owners preparing for transition or exit, and families building or preserving generational wealth.1
What services does Harvest provide?
Its services include wealth management, comprehensive planning, retirement planning, executive services, divorce planning, exit planning, college planning, estate and legacy planning, charitable giving, family wealth transfer, and multi-family office support.24
Is Harvest Financial Advisors a registered investment adviser?
The SEC Investment Adviser Public Disclosure system provides the official firm record for Harvest Financial Advisors, LLC under CRD number 145552.6
Related resources
- LocationMultifamily offices in Ohio
Families comparing advisory options in Ohio can use this directory to see how multifamily office providers describe their services and client focus. It gives a regional starting point for assessing where investment management, tax planning, estate work, and family governance may fit within a broader wealth plan.
- Network siteEstatePlanner.com
EstatePlanner.com offers plain language guides on wills, trusts, and related decisions. A business owner or family can use those materials to prepare questions about estate structures, fiduciary roles, and charitable goals before discussing estate planning and trust services with an independent wealth adviser.
- Network siteFamilyOffices.com
FamilyOffices.com collects resources and community perspectives for single family offices and wealthy households. Readers can compare how families organize investment oversight, education, philanthropy, and governance, then consider which responsibilities they may want an adviser to coordinate for their own household or operating businesses.
- GuideMFO fee models compared
This fee model comparison explains common ways multifamily offices may charge for advice and administration. Reviewing the examples can help a household or business owner ask how costs relate to investment management, planning work, trust services, and the complexity of family needs.
- Similar firmsWellspring Family Office
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Johnson Investment CounselProfiles of Wellspring Family Office, CM Wealth Advisors LLC, and Johnson Investment Counsel provide additional points of comparison on this site. Looking across their stated services and client audiences can help readers frame questions about retirement planning, business owner support, philanthropy, and family wealth coordination.
Sources
- https://www.harvestadvisors.com/about/
- https://www.harvestadvisors.com/wealth-management-services/
- https://www.harvestadvisors.com/about/our-people/
- https://www.harvestadvisors.com/wealth-management-services/multi-family-office/
- https://www.harvestadvisors.com/our-approach/
- https://adviserinfo.sec.gov/firm/summary/145552
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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