St. John Financial Advisor

When you think about your future and the elements that will be necessary to provide happiness, comfort, and a feeling of success, money no doubt comes to mind. At Harvest Wealth Partners, our St. John financial advisor will work with you to create a financial plan that aims to satisfy your financial goals. To learn more about our financial advisors and our team, reach out to us today online or by phone. Initial consultations are offered at no cost to prospective clients. 

About Our St. John Financial Advisors

At Harvest Wealth Partners, we have a team of financial professionals ready to serve you. Our team consists of:

• CERTIFIED FINANCIAL PLANNERS™.  A CFP ® is someone with formal recognition of expertise in the areas of estate planning, retirement planning, taxes, insurance, and financial planning. These professionals are fiduciaries who are prepared to offer advice and guidance on a wide range of financial matters for clients. 
• Investment Advisor Representatives. An investment advisor representative, or IAR, is a person who makes advice and recommendations—in exchange for compensation—related to securities, portfolio management, and general investing. 
• Chartered Financial Analysts ®. A CFA is a globally-recognized professional accreditation that is used to measure and certify the integrity and competence of financial analysts. Financial analysts offer professional services designed to guide individuals and businesses in relation to decisions about expending money in order to grow wealth and make profit. 

In addition to the above professionals, we also have client relations managers, compliance managers, and financial planning coordinators on our team to ensure professionalism and that your experience with us is of the highest quality. 

How Our St. John Financial Advisor Can Help

Whether you are an individual, a member of a family, or a small business owner, working with our St. John financial advisor is a choice about how you want to manage your finances and what you want your financial future to look like. Our team provides services related to investment planning, retirement planning, insurance planning, estate planning, tax planning, private wealth strategizing, and numerous services related to business planning, including business wealth management and exit strategy planning. Our services for individuals and businesses are focused on clients’ unique circumstances and personalized based on clients’ unique financial goals. Our objective is to help you achieve your goals. 

Our New Client Process

Our process begins with an initial meeting with one of our financial advisors where you can learn more about our fee structure, our services, and our process. If you decide to work with us, we will conduct a comprehensive analysis of your financial situation in order to develop your personalized financial strategy. The next stage is the transfer of assets to our control for seamless management. While this transition can create feelings of hesitation in some clients, we are experts in smooth transitions and work with all interested parties in a constructive manner. Once assets have been transferred, we will implement the developed financial strategy and provide ongoing monitoring and make adjustments as needed. We prioritize communication throughout the entire process. 

Reach Out to Us Today

To learn more, call our St. John financial advisor directly or use the intake form on our website to send us a message. We look forward to meeting with you.