Oak Harvest Financial Group

One of Houston's Most Sought-After and Recognized Financial Advisors and Retirement Planners

Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax.

Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.

Click here to schedule and learn why Oak Harvest Financial Group was named the Fastest Growing Registered Investment Advisory firm in Texas in 2020 by Citywire magazine! 

Your Oak Harvest Financial Advisor Houston, Texas, collaborates and coordinates with other professionals to design and execute financial, investment, and retirement strategies and plans that fit your needs. 

Our highly experienced planners and investment managers are committed to wealth stewardship, asset protection planning, and putting your interests first. We customize your investment, retirement income, tax-reduction, safety, long-term care, and legacy solutions to fit you, your needs, and your retirement vision. We begin with a free consultation.

WHY OAK HARVEST

Values, Principles and Process

Core Values

• Do unto others as you would have them do unto you
• Be of service
• Be transparent and honest in all dealings
• Always place the client’s interests ahead of our own
• Place our core values and principles above profits
• Provide value beyond expectations
• Operate independently and passionately
• Give back to the community with both dollars and time

The Oak Harvest Principles and Process

Our principles are our values put into practice.

We then apply our principles to the processes that make up the operations of the company. This is how we focus our efforts to take your vision for retirement and bring it to life through a caring, thoughtful and professional experience.

The union of values, principles, and processes is part of our goal of aiming to provide a seamless and consistent approach for you from the very first time we communicate with you, to the time you come aboard as a client, to our ongoing relationship throughout your retirement.

When we combine your vision with the experience and skillsets of the people at Oak Harvest, guided by our values and principles, inside a structured process that includes the Oak Harvest Path, our Planning Approach, a Customized Retirement Plan, the Core4 and Second Mile Service we believe the results are a superior client experience and a better retirement for you.

Our goal is to cover all the items you've told us are important to you in your first year so you can feel confident and rest easy knowing you have a professionally constructed retirement plan.

Upon implementation, you move into the management, monitoring, and review stages. In these stages, we are managing your accounts and scheduling a series of meetings for future years. If your situation changes, our commitment to providing reliable customer service makes us of always available to review and adjust your plan.

Ready to take the next step?  Contact us to schedule a consultation and learn how our values, principles, and processes can work for you.