Company Background

Harvey Financial Management Company, LLC, has provided financial services to financial institutions and individuals since 1999.

A Registered Investment Advisor licensed by the state of Montana, the firm is licensed to provide investment advice to clients in all states except Texas and Louisiana. 

The company's principal and founder is Tim Harvey. Tim's background includes over 30 years of experience in the financial industry. Before forming Harvey Financial Management Company, Tim was the Director of Asset/Liability Management of a $20 billion banking institution. Prior to that, he supervised banks for the U.S. Treasury Department as a bank regulator for the Office of the Comptroller of the Currency. 

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