Financial Harvest, LLC
Financial Harvest Wealth Advisors, headquartered in Winter Park, Florida, is a full-service registered investment advisor founded in 2005 (originally as Financial Engineer, LLC). It became an SEC-registered advisor in 2017 and currently employs around 13 professionals. The firm provides wealth management and financial planning services to approximately 260 clients, including individuals, families, and business owners, both locally and nationally. Financial Harvest emphasizes fiduciary responsibility, transparent fees, and personalized portfolio management, serving both discretionary and non-discretionary accounts.
Investment Strategy
Financial Harvest Wealth Advisors delivers comprehensive wealth management through tailored portfolio management and monitoring services designed to cultivate and preserve client wealth. The firm’s philosophy centers on fiduciary duty, transparency, and custom financial solutions that align with client goals and risk profiles. Investment portfolios are diversified across asset classes with an emphasis on evidence-based strategies and long-term growth, leveraging dimensional ETFs and other low-cost vehicles. The firm serves clients through both discretionary and non-discretionary accounts, always acting in the best interest of its clients, avoiding commissions, and maintaining alignment with individual objectives.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAT | DIMENSIONAL ETF TRUST | 18.15% | $26.9M | 462,825 | $54.04 | $58.21 | +$2.4M |
D DFAC | DIMENSIONAL ETF TRUST | 15.93% | $23.6M | 612,878 | $35.93 | $38.57 | +$2.4M |
D DISV | DIMENSIONAL ETF TRUST | 11.08% | $16.4M | 460,576 | $32.99 | $35.69 | +$1.7M |
D DUHP | DIMENSIONAL ETF TRUST | 8.32% | $12.3M | 326,962 | $35.76 | $37.77 | +$1.8M |
D DFIC | DIMENSIONAL ETF TRUST | 7.39% | $11.0M | 334,387 | $31.13 | $32.79 | +$803.1K |