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Harvest Investment Consultants
Harvest Investment Consultants, LLC is an independent Registered Investment Advisor (RIA) established in 1987. It is a boutique investment advisory firm...
Harvest Investment Consultants
Harvest Investment Consultants, LLC is an independent Registered Investment Advisor (RIA) established in 1987. It is a boutique investment advisory firm creating relationship-focused client experiences. The firm provides portfolio management, financial planning, and 401(k) and pension consulting, and acts as a fiduciary putting clients’ interests first.
General information
Firm type
Asset Manager
Year founded
1987
Location
Region
North America
Country
United States
City
Hunt Valley
Corporate office
Baltimore, MD, United States
Principals
Michael J. Meily
Managing Member
David R. Baker
Partner, Investment Advisor Representative
Mark C. Pallack
Partner, Investment Advisor Representative
Donna M. Zidwick
Partner, Investment Advisor Representative
Tina Gallo
Chief Compliance Officer
Ericka Melton
Director of Client Service
Katherine Cole
Client Service Representative
Kimberly Thomas
Executive Assistant to Michael Meily
Beth Ann Ritter
Client Engagement Coordinator, Service Representative
Richard James
Portfolio Operations Manager
Sheana Glasgow-Lintz
CPA, Controller
Sector focus
Frequently asked questions
What services does Harvest Investment Consultants provide?
Harvest Investment Consultants provides wealth management, investment advisory, and financial planning services. The firm constructs diversified portfolios for both individual and institutional clients. Public documentation on specific service tiers or minimum account requirements is not currently available.
Where is Harvest Investment Consultants located and who does it serve?
The firm is located in Baltimore, Maryland, and serves a client base primarily concentrated in the mid-Atlantic region, including the Baltimore-Washington metropolitan corridor. Its regional focus allows a relationship-driven approach to wealth management.
Does Harvest Investment Consultants publicly disclose its AUM or personnel?
No. The firm does not publicly disclose its assets under management, leadership team, or staff size through widely available regulatory filings or public communications. This lack of disclosure reflects its low-profile operational stance.
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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