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Welcome to Harvest Financial, LLC

At Harvest Financial, we help you imagine, believe and achieve your financial dreams here in the Napa Valley.

Harvest Financial is an independently owned financial planning firm with that has been dedicated to serving our clients since 1994. Located in the heart of Napa, California, we help families achieve financial independence by working side-by-side with our clients to build a financial plan that delivers results. Whether you are just starting to save for your future or are a seasoned investor, we look forward to working with you. 

In addition to the families we serve, we also offer financial and investment services through First Allied Securities to business owners and their employees. Our commitment is to provide you with unbiased advice, impeccable service, and diversified financial resources that serve your individual needs. These are just a few of the benefits you will experience when you work with us. 

If you are ready to imagine, believe and achieve your financial dreams, contact us today.

Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.