About Our Lead Planner

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®

A young man smiling, wearing a blue suit and tie, standing outdoors in a wooded area.

Our Partnership With

Logo of XY Planning Network with blue and green circle and book icon, text 'xypn' and 'XY Planning Network' in blue and purple.

Our firm operates as an independent registered investment advisor, supported by the corporate RIA of XY Planning Network (XYPN). This partnership allows us to remain fully independent and client-focused while benefiting from the infrastructure, oversight, and resources of a nationally recognized advisory platform. XYPN provides the behind-the-scenes support that helps ensure our firm meets high standards for compliance, technology, and operations. Their role is to support the advisory firm—not to provide advice or manage client relationships—allowing us to stay focused on delivering thoughtful financial planning and investment guidance. This structure gives our clients confidence that they are working with a personalized, independent advisory firm that is built on a strong and well-established foundation. Together, XYPN Advisors manage over $40 Billion in client assets.