Larry A. Harvey, ChFC®
Financial success is a journey, not a destination.
At HFG Wealth Management, we work with high-net-worth clients who seek more than just a portfolio of investments. They want to build a lasting partnership based on trust, they desire a plan that captures their entire financial picture, and they want to partner with a firm who can bring in a full array of expert specialists. As an independent advisory firm, we are not beholden to any brand or product. We research the market for practical solutions and then apply them according to our clients’ goals and needs.
HFG is a comprehensive, independent, fee-only wealth management and financial advisory firm serving clients nationwide. “We at HFG understand that major life events are often the catalyst that drive people to seek assistance managing, growing, and protecting their finances,” said founder and CEO Larry Harvey. “With over 30 years of experience, our team has helped individuals, families, and business owners in many unique situations navigate their financial future with our personalized financial life-planning process and concierge-quality advisory services.”
HFG is a Diversified Fund Advisor, lending our clients’ portfolios global investment opportunities that many other wealth management firms do not have access to. Our holistic approach aims to optimize our clients’ diverse finances and life plans to create a coordinated, efficient, and effective road map to financial security — giving them peace of mind.
HFG partners with some of Greater Houston’s top attorneys and CPA’s, with strong relationships in the community, HFG is able to collaborate with leading-edge individuals and companies to better serve our clients. Come discover the difference at HFG and start your plan today.