Founded in 2004 by Dan Grote, Harvest Financial Planning, LLC is an independent, fee-only financial advisory firm based in Cincinnati, Ohio. The company operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. Their services are designed to help individuals, families, and business owners achieve their long-term financial goals through personalized financial planning, retirement planning, investment management, and estate planning strategies. The firm emphasizes a holistic and client-centric approach to wealth management.

Founded in

United States