The Harvey Group

At The Harvey Group, we are dedicated to providing comprehensive financial planning and investment management services to individuals and families with sophisticated financial needs. Our team of experienced advisors has a deep understanding of the complexities of wealth management and a commitment to putting our clients' best interests first.

Our Mission

Our mission is to help our clients achieve their financial goals and live a more fulfilling life. We believe that financial planning is not just about accumulating wealth, but also about being mindful of the impact of our actions on our families, communities, and the world at large. Our goal is to serve as a trusted partner in our clients' financial journeys, providing guidance and expertise to help them make informed decisions about their financial futures.

Our Team

Our team of advisors brings a unique combination of skills and expertise to our clients. Steve Harvey, our Managing Partner, has a deep understanding of the financial markets and has been advising clients for over 35 years. John Bernards, our Founding Partner, is a CERTIFIED FINANCIAL PLANNER professional with a strong background in economics and finance. Faye Halloran, one of our Financial Advisors, has been serving clients for over 25 years and has a reputation for building strong client relationships. Alison Fife, our Client Services Manager and Financial Advisor, brings a strong background in financial services and a passion for providing excellent client service.

Our Approach

Our approach to financial planning is centered around providing personalized advice and guidance, tailored to each client's unique circumstances and goals. We believe in taking a holistic approach to financial planning, considering not just investment returns but also tax strategies, estate planning, and risk management. Our advisors are dedicated to staying up-to-date on the latest research and best practices in the field, ensuring that our clients have access to the most effective and innovative solutions available.

Our Services

At The Harvey Group, we offer a range of financial services designed to help our clients achieve their goals. These services include:

• Comprehensive financial planning and investment management
• Retirement planning and income generation strategies
• Tax planning and minimization strategies
• Estate planning and wealth transfer strategies
• Risk management and insurance planning

Our Commitment

At The Harvey Group, we are committed to providing our clients with the highest level of service and expertise. We believe in building long-term relationships with our clients and are dedicated to helping them achieve their financial goals. We are proud members of Commonwealth Financial Network, a leading network of independent financial advisors, and are committed to staying current with the latest developments in the financial services industry.

Our Standards

We believe in operating with the highest level of integrity and professionalism. We strive to always act with honesty and transparency, and to put our clients' best interests first. We are committed to providing accurate and unbiased information, and to constantly seeking out new and innovative ways to help our clients achieve their financial goals.