Brad Harvey, JD, CFP^®, CIMA^® | Founder and Chief Investment Officer

In 2017, Brad co-founded Resolute Independent Advisors (RIA) with Todd Baker. RIA comprises a select group of experienced, long-term investment advisors, each with their own practice. As a founding member, Harvey Investment Management was created with a belief that has never wavered: clients deserve thoughtful advice, disciplined investment management, and a financial advisory team that puts their interests first.

For more than three decades, Brad has helped successful families, individuals, and trustees navigate their financial lives with clarity and confidence. His work centers on risk management, helping clients avoid emotional investment mistakes, and staying focused on the long-term outcomes that matter most to them.

Brad is a self-proclaimed money nerd; his interest in investing began at an early age. Growing up in a military family and spending part of his childhood outside the continental United States, Brad developed a fascination with currencies, markets, and the forces that shape economies. That curiosity evolved into a lifelong passion for investing, financial planning, and financial education. Whether discussing investments, retirement planning, trusts, or market uncertainty, he believes that understanding leads to better decisions and outcomes. One lesson that has been consistently reinforced throughout his career is that while markets change, human behavior rarely does. Helping clients remain disciplined during periods of fear, uncertainty, or excitement remains one of the most important parts of his role.

In addition to a Juris Doctor from the University of Kansas (Rock Chalk Jayhawk!), Brad holds both the CFP^® (Certified Financial Planner^®) and CIMA^® (Certified Investment Management Analyst^®) designations and is a licensed financial advisor. While Harvey Investment Management does not provide legal advice, his legal training provides valuable perspective when advising clients and working alongside attorneys, CPAs, and other professionals.

Brad has called Colorado Springs home for more than 30 years. Outside the office, he enjoys music ranging from jazz to opera, pickleball, golf, and travel.

Brad believes what makes Harvey different is simple: a relentless focus on doing what is right for clients. While the fiduciary standard requires advisors to act in their clients' best interests, Brad would tell you that has never been the reason. It is simply how he believes advice should be delivered. Regulations may define the standard, but character determines whether you live up to it.

Brad.Harvey@RIAgroups.com
(719) 960-0968