As independent financial advisors, we help people establish and maintain their long-term financial goals through wealth management. As financial advisors in Alexandria, Virginia, we think we've got the best jobs in the world. We help people work toward the financial goals they cherish-and we love doing it.
Every day, there's yet another reward that keeps us coming back to work enthusiastically. That reward comes in various forms, such as seeing the relief and confidence in our clients' faces when they realize their money is working effectively for them, hearing from them that they're not worrying so much about the future, or getting postcards from clients who are on their vacations and just wanted to say "hi."
Every day, there's yet another reward that keeps us coming back to work enthusiastically. That reward comes in various forms, such as seeing the relief and confidence in our clients' faces when they realize their money is working effectively for them, hearing from them that they're not worrying so much about the future, or getting postcards from clients who are on their vacations and just wanted to say "hi."
Services
The Harvey Group is an independent financial services practice located in Old Town, Alexandria. We think we've greatly improved upon the model. That your investments are recommended because they are best for you, not for some corporation. That you have access to independent research and information to help you make informed decisions.
Steve Harvey began his career in 1984 at EF Hutton in Washington, DC. While at EF Hutton, he received extensive training in the stock and bond markets, alternative investments, and retirement plans. In 1990, Steve moved to Dean Witter, which later merged with Morgan Stanley.
Steve left Morgan Stanley in May of 2005 to start The Harvey Group, in Old Town Alexandria, so he could provide truly independent and objective investment and financial advice.We always consider ourselves students of the industry. From tax law changes to the inception of more sophisticated investment vehicles, it is quite a bit to keep up with.
Steve left Morgan Stanley in May of 2005 to start The Harvey Group, in Old Town Alexandria, so he could provide truly independent and objective investment and financial advice.We always consider ourselves students of the industry. From tax law changes to the inception of more sophisticated investment vehicles, it is quite a bit to keep up with.
In keeping with our commitment to provide our clients with the highest level of financial assistance, The Harvey Group has created partnerships with other financial professionals who provide invaluable expertise beyond our proficiency. Financial planning involves tax planning, estate planning, and in many cases, Federal benefits planning.
We understand that money is a difficult subject to discuss and that the choices you have to make about it can be overwhelming. That's why we take it as a point of honor that you trust The Harvey Group to help you manage it effectively. While we offer a multitude of financial services, we prefer not to think that we work to enhance the bottom line of a portfolio.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
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