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Our Mission

We understand that confidence is a state of mind that coalesces around planning, preparation, competence and discipline.  Our conviction is to help our clients make the most of the present and confidently prepare for the future through personalized wealth management services, powered by financial planning, as the foundation of a mutually beneficial relationship. 

Our overriding goal is to serve as our client's prime wealth professional, delivering objective advice and trusted guidance, complemented by independent investment, risk management and employee benefits solutions as appropriate.


Harvest Rock Advisors, LLC is proud to be an independent wealth services firm and consider ourselves to be a fiduciary partner to our valued clients.

We deliver innovative financial planning services and investment, insurance, and employee benefit solutions designed to help you pursue your most important goals and dreams with more confidence.

Our experienced problem solvers specialize in helping business people, professionals and other successful individuals accomplish a host of challenging goals and objectives:
Retirement Income
Business Transition
Estate Transfer
Investment Strategy

Employee Benefits
Charitable Giving
Business Continuity

Elder Care
Asset Protection
Higher Education
Debt Management 
Our Partnership
  • Offer independent wealth management services, actively listening to you to help see through your wishes for your money.

  • Develop a full understanding of your wealth definition and your prioritized goals to develop a customized wealth plan to help satisfy them.

  • Provide objective professional advice that is in your best financial interests, not ours.

  • Share experiences from other similar client situations and outcomes.

  • Our compensation is customized, reasonable and fully disclosed.

  • Recommend only independent, third-party financial solutions.

  • Monitor and communicate the progress of your wealth plan towards satisfying your goals.

  • Help you get financially organized and feel more in control of your finances.

  • Maintain a robust technology platform to satisfy your expectations for information, convenience and utility.

  • Stay on top of changing events and trends that could impact your wealth plan and recommend timely changes to your plan as appropriate.
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Securities offered through Cambridge Investment Research, Inc., a Broker Dealer, Member     FINRA/SIPC.   Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc.  Cambridge and Harvest Rock Advisors, LLC are not affiliated.  Cambridge does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the state(s) of DE, FL, IL, KY, ME, MD, NJ, NY, PA and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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