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"We provide an opportunity for our clients to invest according to their values and maximize their social impact"

Mission Statement

maximize social impact

Good Harvest Financial Group is a progressive comprehensive planning, wealth management and investment advisory firm that sets the highest standard of excellence. We value the financial and life needs and interests of our clients above all else, while providing a balanced and nourishing environment for our team. Moreover, we provide an opportunity for our clients to invest according to their values and maximize their social impact.

Our mission is to:

  • To provide our clients with unique financial advice, services, and diverse products.
  • Provide an opportunity to invest according to our client’s values and to make the greatest impact in social and environmental change.
  • To provide exceptional on-going service and support to our clients, to encourage feelings of goodwill, trust, and peace–of-mind.
  • To be fair, honest, forthright, and ethical in all its business and marketing endeavors, and to set a high standard of ethical behavior for other firms to emulate.
  • To establish relationships, both with our clients and within our own Organization based on similar and positive social values, fostering mutual respect and cooperation.
  • To make fair and reasonable profits on our services and goods, to allow the Firm to grow, and for our employees to share fully in this success.
  • To contribute to our community in meaningful social areas, and to donate a percentage of all profits to appropriate charities and other organizations so deserving.
 
 
 
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