Marc Henn, CFP®
West Chester, Ohio, 45069
Member Since 2004
The financial goals of our clients, including the protection and growth of long-term wealth, are our highest priority. We work with clients from the same side of the table to design and implement personalized strategies that remain true to their unique priorities, passions and future plans. Our integrated services are based on the time-honored values of caring and hard work, and our organization is perfectly structured to address all of your financial needs. At Harvest Financial Advisors, we combine the responsiveness and flexibility of an independent, personal firm, with the depth of services and expertise found in the largest investment management companies to serve you and provide you with peace of mind.
My Location
Background Information
Years of Financial Experience
- 20
Education
- Purdue University (BS in Economics)
Certifications and Designations
- CFP®
Association Memberships
- Financial Planning Association
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- Schwab
- JP Morgan
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 2120816
- Insurance Licenses: Life, Health
Company Names
- Registered Investment Advisor: Harvest Financial Advisors, LLC
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- WDC
- Washington
- West Virginia
- Wisconsin
- Wyoming
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Risk Mitigation
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Insurance Products
- None
Visit Website - http://www.harvestadvisor.com
