People often assume that only those who have mismanaged their money are stressed about finances. However, even hard-working and successful individuals and families can lack confidence in their future.
At The Harvey Group, we understand the stress and concern that can come with facing financial decisions. After working hard throughout your career to build your wealth, you want to make sure it works hard for you in return when you retire and when you want to leave a legacy.
Who We Are
We started our practice in May 2005 because we felt that many investors were being underserved by the typical Wall Street model of investment firm: the one where they sell you their proprietary products to meet their target sales goals, not your financial ones.
We think we've significantly improved upon the model, serving as an independent firm designed to help people establish and maintain their long-term financial goals through wealth management.
What We Offer
We understand that money is a difficult subject to discuss and that the choices you have to make about it can be overwhelming. That's why we take it as a point of honor that you trust The Harvey Group to help you manage it effectively.
While we offer a multitude of financial services, we prefer not to think that we work to enhance the bottom line of a portfolio. Instead, we work to improve people's lives and help them pursue financial security at and during retirement.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. Together, we’ll examine the wealth strategies universe and its modules, from accumulation, risk management, and taxation to business planning, retirement planning, and estate planning.
Who We Serve
While we work with a diverse range of clients, we specialize in serving middle and upper middle class families, many of whom are former government workers or have had jobs that dealt with the government. They seek a professional who can help them put their money to work and make informed decisions as they plan for the future and their many milestones, from sending a child to college to retiring.
We have multiple generations in all most all of the families we serve, up to four generations in many families. We believe there are a few reasons families trust us with their wealth, including our service and reputation.
Almost all of our new clients are referrals from existing clients. Along with a high level of service we offer, we believe the clients like our philosophy and discipline, as we practice a "Total Return" investment plan. All of our investment positions pay either a dividend or interest, are easy to explain and understand, and are generally in fee-based accounts so that we are on the same side of the table as the clients. This means that when they do well, we do well.
Take the Next Step
We think we've got the best jobs in the world. We help people work toward the financial goals they cherish, and we love doing it. Everyday, there's yet another reward that keeps us coming back to work enthusiastically. That reward comes in various forms, such as seeing the relief and confidence in our clients' faces when they realize their money is working effectively for them, hearing from them that they're not worrying so much about the future, or getting postcards from clients who are on their vacations and just wanted to say “hi.”
Whether you’ve already started planning for the future or have yet to put strategies in place, we’d love to discuss how we can help you work toward your goals. Reach out to us today for a no-obligation conversation. Contact us by emailing firstname.lastname@example.org or calling (703) 549-5447.
Steve Harvey is a financial advisor with more than 34 years of industry experience. He is also the founder of The Harvey Group, an independent investment consulting firm based in Alexandria, Virginia. He works closely with middle and upper middle class families to help them address their critical financial planning challenges, from investing with confidence to planning for retirement. Based in the Washington DC area, he works with clients throughout Virginia and Maryland. Learn more by connecting with Steve on LinkedIn or visiting www.steveharveyllc.com.