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Harvard Wealth Management

Harvard Wealth Management is a fee-only, fiduciary wealth management firm providing personalized financial planning and investment management for individuals, families, and business owners. Founded by a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant, the firm integrates investment strategy with tax-aware planning to help clients make confident financial decisions. We specialize in retirement planning, tax planning, investment management, and ongoing financial guidance, delivering objective advice with no commissions or product sales. Clients receive proactive, transparent planning and work directly with an experienced advisor committed to their long-term success.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Joel Harvard, CFP®, CPA
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2483 Demere Road Suite 204 Saint Simons Island, GA 31522 Phone: +1 (912) 225-6727

Primary Office

2483 Demere Road Suite 204 Saint Simons Island, GA 31522 Phone: +1 (912) 225-6727