About Us

Tim Harvey, CFA, CPA
Overview:
Harvey Financial Management has provided financial services to institutions and individuals since 1999.
The company currently manages approximately 115 investment portfolios totaling $33 million for clients residing in 13 states.
Business Model:
Unlike the vast majority of the retail investment industry, we operate on a fiduciary business model that is:
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Typically far less expensive to the client;
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Truly Independent -- we are not affiliated with any brokerage or financial institution;
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Legally obligated to act in the client's best interest; and
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Driven by experience, credentials, and education well beyond what you will typically find in retail brokerage firms.
We Offer:
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Low-cost, commission-free, active and passive portfolios;
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Personalized portfolios to match your tax situation, societal values, risk tolerance, and time horizon;
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Retirement accounts;
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Financial planning;
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Tax-advantaged charitable giving structures;
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Trust and estate services; and
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Peace of mind!
The firm is based in Bozeman, Montana, and offers services nationwide.