Harvest Financial Partners, LLC
159 Lancaster Avenue
Suite Three
Paoli, PA 19301
We look forward to speaking with you!
Who We Are
Harvest Financial Partners is an intimate, highly experienced investment management and financial advisory firm founded on two simple beliefs:
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People still care about personal service.
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The right relationship allows us to accomplish more together than we could separately.
In these uncertain times, it is important to have a financial partner you can trust. At Harvest our approach is different, we get to know you and we take on your financial goals as if they were our own – so you can sleep better at night. We craft a portfolio that is customized to meet your needs. We never try to sell you anything and you do not have to be wealthy to be a client. You just have to want a more secure financial future.
Investment Management Strategy
At Harvest Financial Partners, we construct our clients' portfolios so they can sleep well at night.
The companies we buy are high quality and well-managed. They pay a dividend and are likely to increase that dividend over time. At Harvest Financial Partners, we believe in not only growing your principal, but growing your income as well.
We can also diversify your portfolio through the use of mutual funds, exchange-traded funds and bonds.
Financial Planning Strategy
It's not about money; it's about your life.
We are your partners -- not just investment advisors. We are accessible and readily available to help answer questions that come up daily. Questions like: When should I start receiving Social Security? How do I maintain health insurance coverage until I’m eligible for Medicare? Should I refinance the mortgage on my home? How should I invest my 401(k)?
When you work with Harvest, you gain a partner who is there for you.
We provide financial planning at no charge to our investment management clients. Planning is also available as a stand-alone service.
Our Principles
Life is noisy; we are all bombarded by information and distractions proliferate. To keep us focused on what is important, we make the following commitments to you:
We will...
- Put the needs of our clients first
- Always operate with the highest ethical standards
- Always provide the highest quality, personalized service for our clients
- Be investors in any investment strategy that we offer to our clients
- Strive to be patient investors in an impatient world
- Never look for validation in conventional wisdom
- Never confuse activity with progress
Your Harvest Financial Partners:
Experienced and Accessible!
Jim Wright has worked with individual and institutional clients as an investment manager and analyst for more than 20 years. Through market fluctuation, he has seen the powerful success of dividend-oriented investing strategies.
Before forming Harvest Financial Partners with John, Jim worked at Davidson Trust Company, Delaware Investments and PNC Bank. Jim also spent four years working for a small trust company in Portland Maine.
Jim is a Chartered Financial Analyst. He received his B.A. from Vassar College and his M.B.A. from the Amos Tuck School at Dartmouth College.
John Fattibene began his career as a commercial lending officer in Baltimore. When John left lending, he joined Vanguard where he worked as a financial planner. After leaving Vanguard, John worked for two financial planning firms and an investment management firm. John is also an attorney.
Like Jim, John attended Vassar College as an economics major. He received his J.D. from the University Of Maryland School Of Law. John is a Certified Financial Planner.
Please be aware that Harvest Financial Partners, LLC has a portfolio minimum of $100,000 to accept inquiries through this directory.
