One of Houston's Most Sought-After and Recognized Financial Advisors and Retirement Planners. 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.
Oak Harvest's proprietary Retirement 360 process provides much more than just an investment strategy and stock picks. We deliver holistic advice. And rather than try and fit you into a box, we build the box around you. Your plan includes not only an investment strategy, but also an income plan, tax plan, and other elements such as health care planning, long-term care and estate planning.
Oak Harvest's proprietary Retirement 360 process provides much more than just an investment strategy and stock picks. We deliver holistic advice. And rather than try and fit you into a box, we build the box around you. Your plan includes not only an investment strategy, but also an income plan, tax plan, and other elements such as health care planning, long-term care and estate planning.
Services
Your Expert: A roster filled with seasoned professionals helps you navigate through myriad investment choices, tax code changes, economic prognostications, lifestyle concerns and complex choices. As dedicated and caring professionals, our expertise becomes your expertise. An Independent Voice: In a world full of salespeople and brokers, the value of an independent and objective voice can't be understated.
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 on-going relationship throughout your retirement.Principle #1 - Each client and prospective client is treated with equal dignity, respect, and attention.
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 on-going relationship throughout your retirement.Principle #1 - Each client and prospective client is treated with equal dignity, respect, and attention.
Working with a CFP professional can be an important step toward reaching your financial goals. Not only do these advisors meet rigorous education and experience requirements, but they are also held to some of the highest ethical and professional standards in the industry.
In addition to completing a comprehensive financial planning curriculum approved by the CFP Board, or equivalent academic coursework, CFP professionals are required to complete continuing education coursework, including a CFP Board approved code of ethics course, to ensure their competence in financial planning.
In addition to completing a comprehensive financial planning curriculum approved by the CFP Board, or equivalent academic coursework, CFP professionals are required to complete continuing education coursework, including a CFP Board approved code of ethics course, to ensure their competence in financial planning.
The Chartered Financial Analyst (CFA) is a professional designation given by the CFA Institute, and one of the most respected designations in the financial services industry. The Financial Times called it the "gold standard" of finance designations in 2010.
The CFA program provides charter holders with knowledge and understanding of topics including: investment management, financial analysis, quantitative analysis, equities, fixed income, derivatives, and other areas of finance.In addition to extensive knowledge requirements, the CFA imposes strict ethical standards and guidelines on all charter holders.
The CFA program provides charter holders with knowledge and understanding of topics including: investment management, financial analysis, quantitative analysis, equities, fixed income, derivatives, and other areas of finance.In addition to extensive knowledge requirements, the CFA imposes strict ethical standards and guidelines on all charter holders.
There are many ways to elect Social Security and integrating this decision into your overall retirement plan is a critical component of income planning. Making the right decisions surrounding Social Security planning and implementation can put additional dollars in your pocket.
Accredited by the Institute for Credentialing Excellence, the National Social Security Advisor (NSSA) program is the only accredited Social Security certificate program in the country.
Accredited by the Institute for Credentialing Excellence, the National Social Security Advisor (NSSA) program is the only accredited Social Security certificate program in the country.
Reviews (10)
Bjkr
Nov 12, 2021
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Positive: Professionalism, Responsiveness
I had a valuable first consultation with Jared Kenney. I found him to be knowledgeable, courteous and genuinely interested in my financial wellbeing. He shared with me the analysis prepared for me even though I chose not to be a longterm client. I would highly recommend Jared should you need assistance in money management.
I had a valuable first consultation with Jared Kenney. I found him to be knowledgeable, courteous and genuinely interested in my financial wellbeing. He shared with me the analysis prepared for me even though I chose not to be a longterm client. I would highly recommend Jared should you need assistance in money management.
Ted Kaseler
Oct 24, 2021
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I am a new client at Oak Harvest preparing for retirement at the end of the year. I really took my time in choosing an investment advisory service. What I love is that my finances are now managed by a “dream team” of professionals working together to guide me into and through my retirement years. My adviser, Nicole Riney, took the time to learn about my Risk profile, expectations and plans ahead before selecting a customized plan. As soon as I was comfortable and gave the green light, the entire team pulled together and within a week had me invested exactly as we planned! No surprises. The
Peter D.
Oct 15, 2021
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Oak Harvest Financial and Jared Kenney is a winning combination. I have been investing in the markets for over 20 years managing my own personal financial accounts. I performed considerable research before selecting a financial consultant to invest our mothers savings. We concluded that Oak Harvest is a solid, professional investment firm with the personal touch guided by Troy, Chris and team.
After meeting with Jared and Chris we decided to invest with Oak Harvest. It has been just over a year and our mothers accounts have recognized exceptional performance. My brother and I have a high confidence
After meeting with Jared and Chris we decided to invest with Oak Harvest. It has been just over a year and our mothers accounts have recognized exceptional performance. My brother and I have a high confidence
John Lemmel
Aug 29, 2021
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In the early teens my wife and I attended one Troy’s early seminars as I was getting ready to retire. We were so impressed by Troy’s openness, fr responsiveness, and in-depth knowledge of the issues retirees face she and I had several discussions on how we wanted to proceed
Our 501’s constituted the bulk of our assets and they were being managed well but we thought adding a bit of home based diversification would be useful. So I started more detailed inquiries with Troy and his team and rapidly came to the conclusion that he and his firm fit our needs better than the competition.
Over the
Our 501’s constituted the bulk of our assets and they were being managed well but we thought adding a bit of home based diversification would be useful. So I started more detailed inquiries with Troy and his team and rapidly came to the conclusion that he and his firm fit our needs better than the competition.
Over the
Deborah Kurtin
Jul 02, 2021
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We attended a seminar about 2 years ago with Troy Sharpe and his associates from Oak Harvest. We were initially a little a skeptical about
letting someone else manage our money.
We then scheduled a meeting based on many things they discussed at their seminar. We met with Troy and his associate Ed.
They were very personable and knowledgeable about retirement investing and set up a good portfolio our future.
They are very good at communication and keeping you abreast of your money.
I would highly recommend you meet with them and have them lay out the best plan for your retirement.
letting someone else manage our money.
We then scheduled a meeting based on many things they discussed at their seminar. We met with Troy and his associate Ed.
They were very personable and knowledgeable about retirement investing and set up a good portfolio our future.
They are very good at communication and keeping you abreast of your money.
I would highly recommend you meet with them and have them lay out the best plan for your retirement.
Thomas DeScioli
Jun 29, 2021
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I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each individual's or family's needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to assist them in making informative decisions. They don't have a "pitch" and are not hard selling sales people. They are a true retirement planning organization focused on the "preservation stage" of life. I have been very pleased with the
Kirk Mahaney
Jun 27, 2021
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We have only been with Oak Harvest Financial Group for a short while and have been pleased with the Retirement 360 program. We had always managed our savings on our own but knew we needed help as retirement was approaching. We visited with a few local and national firms, but it always felt like something was missing. I had heard about Oak Harvest from The Retirement Income Show on the radio, so I visited the website and read about the Retirement 360 program and realized what was missing with the other financial firms. It was all in the Retirement 360 program, so I made the phone call and scheduled
Kat
Jun 17, 2021
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Oak Harvest Financial is my 3rd Financial Advisor. I attended seminars, evaluated credentials & after private consultations, selected Troy Sharpe & his group of professionals from various retirement & investment specialties. They have evaluated & have access to the BEST new retirement vehicles ( including safe Long Term Care /Growth Insurance options), Estate Plan Attorney referrals, to conserve & safely grow & manage my individual portfolio. The group has grown greatly since I began , but I always can access the team with questions & meetings as necessary.
Ken Radigan
Jun 14, 2021
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We've worked with Oak Harvest for over three years now and are extremely satisfied with their performance. Troy Sharpe is very knowledgeable about what is important to retirees and offers a very comprehensive approach to retirement planning using any and all financial instruments to construct a financial portfolio tailored to what's important to each client. Chris Perras has an exceptional understanding of the financial markets and regularly shares his insights with clients. We've been very pleased with our investment performance since joining Oak Harvest. All of the staff we have interacted with
Jm G.
Jun 13, 2021
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I have been working with Oak Harvest for over 4 years since retiring. I evaluated about a half a dozen financial firms and selected them based on their exceptional fiduciary advisory services and responsiveness to me. I continue to highly recommend Oak Harvest and refer perspective clients.
Oak Harvest has financial expertise and staff available in all retiree areas such as investments, annuities, insurance, tax planning, etc. They are very responsive having client concierges available when I call to help complete transactions such as account set-ups, investment transfers, etc or provide further
Oak Harvest has financial expertise and staff available in all retiree areas such as investments, annuities, insurance, tax planning, etc. They are very responsive having client concierges available when I call to help complete transactions such as account set-ups, investment transfers, etc or provide further
