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. Tim's financial career has included financial roles with the U.S. Treasury, as Vice President of a large financial institution, as a finance officer in the U.S. military, as a private financial consultant, and as a finance faculty member in academia. 

The firm is based in Bozeman, Montana, and offers services nationwide. 

© 1999 - 2021 Harvey Financial Management Co., LLC.  |  All Rights Reserved.  |  Privacy Policy