# Harvest Financial Partners

Harvest Financial Partners is a Multi Family Office based in Paoli, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Paoli, United States
- **Region:** North America
- **Address:** Schererville, IN, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** harvestfinancialpartners.com
- **LinkedIn:** https://www.linkedin.com/company/jim-wright-2a4082b

## Regulatory record

- **CRD number:** 146162
- **SEC file number:** 801-117513
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146162

## About

Harvest Financial Partners was founded in 2008 and is registered as an investment adviser with the SEC. The firm operates from Schererville, Indiana, providing wealth management and financial planning services to a client base that includes individuals, high-net-worth families, trusts, business entities, and retirement plans. The firm's structure reflects the classic regional RIA model — a fiduciary advisory shop serving a local and regional clientele with a mix of discretionary portfolio management and comprehensive planning. The firm's investment approach centers on constructing portfolios using primarily mutual funds and exchange-traded funds, supplemented by individual equity and fixed-income securities where appropriate. Client assets are managed on a discretionary basis, with allocations tailored to individual financial plans rather than a single house strategy. Harvest Financial Partners does not operate proprietary funds or participate in direct private-market deals; its deployment universe is public-markets-oriented, covering US large-cap and mid-cap equities, investment-grade and high-yield fixed income, and cash equivalents. As a smaller advisory practice, Harvest Financial Partners does not publicly disclose assets under management or total deployment figures. The firm is headquartered in Schererville, Indiana, with no additional offices reported. No adjacent philanthropic vehicles, club affiliations, or operating businesses are publicly associated with the firm. Harvest Financial Partners' structural differentiator is its longevity as an owner-operated RIA in the fragmented Midwest wealth management market, where many competitors have consolidated into aggregator platforms. The firm's independence as a registered investment adviser, rather than a broker-dealer or bank-affiliated practice, places it in a fiduciary framework that distinguishes it from commission-based competitors in its region.

## Related profiles

- [Harvest Festival Group](https://altss.com/profile/harvest-festival-group)
- [Harvest Foundation](https://altss.com/profile/harvest-foundation)

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Last updated: 2026-08-11T02:43:31.692Z

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