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159 West Lancaster Avenue, Suite 3
Paoli, PA 19301
610.240.4740 (Main)
877.240.4740 (Toll Free)
610-240-4743 (Fax)


Harvest Financial Partners Relationship Summary

Harvest Financial Partners Disclosure Brochure

The Value of Independent Advice

Harvest Financial Partners can serve as the investment advisor for your 401(k) plan. We can assist your management team with its fiduciary responsibilities by providing objective advice on fund options. Because we are completely independent, we have no limitations on finding and recommending the best options for your plan. Additionally, because our compensation is not tied to selling any products, you can be assured that our advice will be independent, objective and focused on what is best for the company and its employees. Just as importantly, our fees are very clear and transparent—there are no hidden charges.

Harvest can also provide personalized guidance to the plan participants. For many individuals, their 401(k) balance represents one of their largest assets, yet they are often not provided with specific, actionable advice. Harvest believes everyone should receive the support they need to make the most out of their 401(k) investment.

Harvest can also provide a range of services on either an annual or one-time basis:

1)      Evaluation of your current plan

2)      Ongoing monitoring of your plan

3)      Participant education and advice

4)      Assistance with the establishment and design of new plan