Meet The Harvey Group
As 2023 kicks off, I’d like to take this opportunity to introduce you to our team at The Harvey Group.
We started our firm in 2005 because we didn’t like the typical “Wall Street” model, where investment firms sell their products to meet their sales goals – not your financial goals. We provide truly independent and objective investment and financial advice, while embracing a disciplined and moderately conservative investment approach. We don’t chase hot stocks or fads. You can rely on our years of experience through all market cycles to guide you through the chaos, so you can have confidence in your future. We spend our days helping our clients work toward achieving their financial goals, so they can enjoy a greater return on life (ROL). Since 2005, we have grown to a team of five, and I am very grateful to be a member of our firm.
Pictured from left to right: Alison Fife, Johnny Garstka, Steve Harvey, John Bernards, Faye Halloran
To give you a better sense for who we are, below is a quote from each member of our team:
"Ask us anything. If we don't know the answer, we will refer to one of our many resources, find out the answer, and get back to you as soon as we can." -Alison Fife, Client Services Manager & Financial Advisor
"Good relationships in life and in business are founded on communication. I pledge to my clients to be responsive and respectful, and, through the years, we will pursue the goals we set together.” -Faye Halloran, Financial Advisor
“We always consider ourselves students of the industry. From tax law changes, to the inception of more sophisticated investment vehicles, it is quite a bit to keep up with. We stress continuing education within the organization, and constantly strive to come up with new ways in which we can help our clients achieve their financial goals.” -John Bernards, CFP®, Founding Partner & Certified Financial Planner™
"There are many parallels between golf and our financial lives. In golf, great players create a game plan for each hole before a round to shoot the lowest score that they can. Similarly, when building a financial plan, we need to clearly understand your specific goals ahead of time, so we can provide personalized advice and increase the chances of achieving your goals.” - Johnny Garstka, Financial Advisor
“Remember, it's not all about how you do when the markets are good; it's also about how much you don't lose when the markets are bad.” -Steve Harvey, Managing Partner
In closing, we feel extremely fortunate to serve our clients and we truly enjoy coming to work every day. Our three generations of advisors have the perspective and experience to guide you wherever you are in your financial life cycle. If you have questions about your investments or financial planning in general, please don’t hesitate to drop me a note via email. I’d be glad to answer any questions that you may have. Thanks for reading!
