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With more than 33 years of experience, Harvey has guided generations of families in planning for their financial futures with clarity and confidence. He takes a holistic approach to wealth management — helping clients define their goals, navigate life’s complexities, and create thoughtful strategies to support long-term success for themselves and their loved ones.
Harvey’s practice is centered on comprehensive financial guidance, offering tailored solutions across investment management, estate and retirement planning, and tax strategy. His steady, client-focused approach reflects a deep commitment to building enduring relationships based on trust, understanding, and results.
A longtime Richmond resident, Harvey has called the area home for more than four decades. He enjoys spending time with family and friends and is an avid sports fan, cheering for both the Washington Commanders and the VCU Rams. A proud Virginia Commonwealth University alumnus, he remains an active supporter of his alma mater and previously served on the RAM Athletic Fund Board.

