Financial decision making can be complex, particularly when approaching financial independence or retirement. The economy can cycle through periods of growth, stagnation, recession, and even depression. Your decisions during these times can be the biggest drivers of your financial success.
That's why we offer partnership, guidance, and education to help you navigate through changing personal circumstances, market and economic cycles, tax changes, and shifting regulatory environments.We review your circumstances and encourage you to take advantage of existing opportunities.
That's why we offer partnership, guidance, and education to help you navigate through changing personal circumstances, market and economic cycles, tax changes, and shifting regulatory environments.We review your circumstances and encourage you to take advantage of existing opportunities.
Services
At Harvest Asset Group, we do things a little differently than most firms. Instead of working as individuals under one roof, we take a team-based approach to financial advising. We use our collective skillsets to help physicians and pre-retirees match and exceed their financial goals. When you work with us, you get a team of financial advisors dedicated to helping you make the most of your life now and in the future.
Harvest Asset Group is a full-service independent financial planning and investment management firm located in Portland, Maine. Together, our team has over 30 years of experience providing fiduciary retirement and investment advice to physicians and pre-retirees. If you fall into one of these groups, we understand the unique concerns and challenges you face when trying to turn a high income into lifetime financial security.
Fun fact: Before becoming a financial advisor, Michael led a successful career as a director and manager for large corporate companies in Boston, Philadelphia, and the San Francisco Bay Area. Michael Donahoe has been successfully guiding physicians and pre-retirees toward financial independence for over 15 years.
Fun fact: Before moving to Maine, he and his family traveled extensively throughout the United States - tenting, hiking almost every day, and exploring countless quiet towns, busy cities, and national and state parks. Alan Eskandari is the planning advisor at Harvest Asset Group where he is responsible for leading the firm's operations.
Fun fact: Barry and his wife Beth have lived in the Brunswick and Portland area for nearly 40 years. Although not fortunate enough to be born here, all of their children are true Mainers. Barry Kohler has led an impressive career as a CERTIFIED FINANCIAL PLANNER and attorney for nearly 40 years. Serving as a consulting advisor at Harvest Asset Group, Barry plays a supportive role in retirement planning, transition planning, and estate planning.
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