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Harvey Investment Management, Inc. is comprised of a team of caring, dedicated financial professionals led by Brad Harvey.

We have been working together for many years and take a team-based approach to provide our clients personalized financial advice tailored to their particular needs and goals.

MEET THE TEAM

Where Passion, Client Advocacy, and Holistic Focus
Drive our Clients' Success
Brad Harvey, JD, CFP, CIMA
BRAD HARVEY
JD, CFP®, CIMA®

TEAM HIGHLIGHTS:

  • Average of 25 years’ experience in the financial industry
  • Currently managing over $300 million in assets
  • Nominated “Best Financial Advisor in the Springs” 2019
  • Fee based advisory practice

“Wealth management & serving my clients is my calling, not my fallback plan”

-Brad Harvey

DEFINING OUR WHY:

Brad created the team at Harvey Investment Management, Inc. by assembling a group of diversely talented people who share his vision of how to offer professional wealth management at a higher level of client service and advocacy.

Who Can You Trust?

There are so many players in the financial management space these days; it can be hard to figure out whom to trust. With both his law degree and advanced financial credentials, Brad holds himself and every member of his team to a strict standard of serving all clients honorably — putting the clients’ interests first.

We Know You Have Worked Hard, and We Want to Help Protect You

Brad and his entire team want to protect people from falling victim to predatory advice, as they have all witnessed this happen too often over the years. Whether you’ve worked with an advisor who: doesn’t have enough training to serve competently, receives hidden commissions to sell certain products, or has offered you an investment opportunity with hidden catches, no one on our team wants to see you lose the legacy you’ve been working so hard to build.

We Understand the Power and Value of Financial Education

Brad believes that we do ourselves a disservice by not providing better financial education through our educational system. Our team wants to fill that gap by serving, educating, and empowering people in managing their finances.

We Don’t Forget the People Behind the Numbers

Whether you are running your own business or managing family finances is beginning to feel just as complicated, you can trust our team to help. As much as we monitor the markets, we don’t forget the people behind the numbers. We understand that it’s YOUR money, after all.

What We Do

We keep pace with the latest technological advancements both because we want to serve our clients with updated research and are passionate about our work. We offer services ranging from estate and financial planning, lending solutions, family office and private banking, investment management, philanthropic strategy and planning, and tax consulting. To learn more about how we help our clients, please visit the pages linked below.

Think you may like to work with our team?
Contact Us to start the process.