Michael Donahoe, CFP, MBA
Harvest Asset Group is an independent, fee-only financial planning and investment advisory firm. We are committed to a personalized approach to help you establish and reach your financial goals. As a Harvest Asset Group client you can expect:To work with professionals who seek to understand your unique circumstances, values and preferences.Consistent focus on your goals and how to best achieve them.Help understanding different options regarding important financial decisions, so that you can move forward with confidence.Clear, plain English explanations of financial concepts and products.A dynamic process that helps prepare for changes in life—either expected or unexpected.To work with a fiduciary who puts your interests first.
We welcome your phone inquiries to learn more.