Achieving Your Goals. Managing Your Risk.
We Offer Personalized Wealth Management for Everyone
Grow and Preserve Your Savings
We provide personal, professional assistance in achieving your hopes, plans, and dreams. Unlike the vast majority of the investment industry, we are not commission-based salespeople. Instead, we operate on a business model that is 1) typically far less expensive to the client, 2) legally obligated to act in the client's best interest, and 3) devoted to providing expert market guidance regardless of where you are on the path to financial success.
Low-cost, commission-free, active and passive portfolios
Personalized portfolios to match your tax situation, societal values, risk tolerance, and time horizon
Trust and estate services
Socially responsible investing
Peace of mind!
Typically, wealth managers serve clients who have already accumulated significant life savings. That is the core of our business, too, but we are also eager to help everyone get on a path to building that financial safety net and meeting your financial goals. If you are wondering whether we will accept you as a client and vigorously advocate for your success, the answer is yes!
Harvey Financial Management Co., LLC
Based in Bozeman, Montana. Services provided nationwide.