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Harvest Financial Advisors
Harvest Financial Advisors was established in 2008 by Marc Henn. Its wealth originates from fee-only investment advisory services. The firm operates as a...
Harvest Financial Advisors
Harvest Financial Advisors was established in 2008 by Marc Henn. Its wealth originates from fee-only investment advisory services. The firm operates as a multi-family office focused on integrated planning for affluent families. The firm allocates across real estate, philanthropic vehicles, and natural resources. It maintains a real estate alternative investment portfolio and oil and gas interests. Geographic focus remains North America. Service providers include Fidelity Investments, Charles Schwab, and Raymond James as custodians. The team comprises 13 professionals. Marc Henn maintains memberships in the American Numismatic Association and Palm Beach Hedge Fund Association. The firm partners with the Northern Cincinnati Foundation on donor-advised funds. Ownership of the operating business rests entirely with the principals. This direct control distinguishes the governance model from externally owned RIAs.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
Sugar Land
Corporate office
8840 Cincinnati-Dayton Road West Chester, OH 45069
Principals
Marc Henn
Founder and CEO
Monica Dwyer
Senior Vice President and Wealth Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Harvest Financial Advisors?
Marc Henn serves as Founder and CEO. Monica Dwyer acts as Senior Vice President and Wealth Advisor. Decisions integrate client tax, estate, and alternative investment needs.
How does Harvest Financial Advisors source proprietary deal flow?
The firm relies on its network within the Financial Planning Association and direct relationships with custodians. No public data details specific sourcing channels beyond general advisory activities.
Is Harvest Financial Advisors structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office. The firm provides services to multiple affluent families rather than concentrating on a single lineage or venture-style deployments.
Does Harvest Financial Advisors participate in fund commitments or only direct deals?
Public records show direct holdings in real estate and natural resources. No fund commitments are disclosed in available sources.
Where does the underlying wealth come from?
Wealth originates from fee-only investment advisory services within the financial sector, per the firm's own profile.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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