About Our Lead Advisor

Jake Harvard 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®