Where Tax Strategy Meets Wealth Management
What We Do
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A straightforward path to clarity and confidence.
We build a living financial plan that evolves with your goals—covering retirement income strategies, cash flow planning, savings optimization, and long-term decision-making. Your plan is updated regularly as your life changes.
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Evidence-based portfolios supported by a dedicated investment research team.
As your advisor, we oversee your strategy while partnering with an established corporate RIA “XY Investment Solutions” that provides a deep bench of analysts, portfolio strategists, and institutional-level resources. Together, we design and monitor diversified, tax-efficient portfolios aligned to your goals and overall financial plan.
Client assets are held at Charles Schwab, an industry-leading custodian.
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Planning forward—not just filing after the fact.
We coordinate directly with M. Jeffrey Martin, CPA, a separate partner firm operating within the same office, to ensure your tax planning and wealth strategy work together. Prefer your own CPA? We seamlessly collaborate with them as well.
“Time is your friend; Impulse is your enemy”
Why We’re Different
We deliver personalized strategies, independent advice, and measurable outcomes that put clients’ long-term goals first.
Credentialed Expertise
Your plan is built by a practicing CPA and CFP® professional.
Tax strategy and financial planning are not separate conversations—they’re combined into one integrated approach designed to support your entire financial picture.
Fiduciaries—Always
We are legally and ethically required to put your best interests first, every time.
Most advisors are connected to large financial companies that can switch between sales-based and fiduciary roles. We don’t. We are regulated solely as a fiduciary, so our commitment to your best interests never changes.
Independent Firm
We are a fully independent advisory firm—meaning we answer only to you, not to a bank, brokerage, or insurance company.
By partnering with a leading corporate RIA, we deliver advice backed by institutional investment research, technology, and planning support. You get personalized service with big-firm strength, without any pressure to buy products.
Coordinated Tax Strategy
Through our partnership with a local CPA firm, your tax planning and wealth management stay fully aligned under one roof. Whether your return is prepared through our partner firm, M. Jeffrey Martin CPA, or in coordination with your existing CPA, your strategy is integrated and actionable.
Our Process
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Introductory Call
We begin with a brief introductory call to get to know each other. This is a chance to discuss your goals, answer initial questions, and determine whether it makes sense to move forward with a deeper conversation.
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Discovery Meeting
The discovery meeting is a more in-depth discussion about your financial life, priorities, and what you want to achieve. We’ll talk through your goals, challenges, and expectations, and outline how we work.
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Data Gathering
Once you become a client, we collect the information needed to build your financial plan. This includes investment accounts, tax information, income, benefits, insurance, and any other relevant financial details. This step allows us to understand your full financial picture.
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Plan Presentation
We develop a personalized financial plan and walk you through it in detail. You’ll receive clear recommendations tailored to your goals, covering areas such as investments, tax strategy, retirement planning, and risk management.
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Implementation
With your approval, we help implement the agreed-upon strategies. This may include investment management, account setup, tax-aware strategies, and other items outlined in your plan. Client assets are custodied at Charles Schwab, providing institutional grade security and transparency.
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Ongoing Planning
Financial planning is not a one-time event. We provide ongoing guidance, regular reviews, and proactive adjustments as your life, goals, and the market change. Our role is to help keep you on track and confident in your financial decisions over time.
About
our Lead Planner
Jake is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® Professional with a background in tax strategy and financial planning for individuals and business owners.
He earned both his undergraduate and graduate degrees from the University of Georgia’s Terry College of Business, graduating cum laude. Jake began his career at Ernst & Young, where he worked with high-net-worth individuals and closely held businesses, gaining experience in complex tax planning and multi-year financial strategies.
He later transitioned to smaller and mid-sized firms, where his work became increasingly advisory in nature. In these roles, Jake partnered closely with clients to evaluate financial decisions, plan proactively around taxes, and coordinate strategies across investments, business interests, and personal goals.
Through Harvard Wealth Management, Jake provides comprehensive financial planning designed to integrate tax strategy, investment management, and long-term planning into a disciplined, thoughtful approach. His focus is on helping clients make informed decisions with clarity, confidence, and a long-term perspective.
Jake Harvard, CPA, CFP®
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!