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Family Office - Multi • West Chester, United States

Harvest Financial Advisors

Harvest Financial Advisors is a family office - multi based in West Chester, United States, founded in 2008. Verified contact details, AUM data, and investment preferences on FindLPs.

$450M
Assets Under Mgmt
2008
Year Founded
Family Office - Multi
Investor Type
West Chester, United States
Headquarters
About

Harvest Financial Advisors

Harvest Financial Advisors is an independent multi-family office offering wealthy families and individuals a highly personalized relationship built on complete trust and unbiased advice. We specialize in assisting first and second-generation families with a focus on helping establish family vision and goals for now and generations to come. From this vision we can effectively carry out the strategies necessary for effective multi-generational wealth growth, protection and transition.

Investment Focus

What Harvest Financial Advisors Invests In

Investment types: Real Estate - General, Investment Funds, Joint Venture/Partner

Sectors & themes: Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth & Estate Planning, Finance, Financial Services

Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States

Location: 8840 Cincinnati-Dayton Road West\nWest Chester\nOhio\n45069\nUnited States

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.