Our History
Years of experience have prepared us to guide you through life's transitions.
Shared Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Infinite Resources
Want to learn more about retirement, Social Security, or estate strategies?
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 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.
Your goals are our goals.
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.
Where do you want your financial roadmap to take you?
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.