Become an Independent Advisor at Harvie Wealth Management Group

Harvie Wealth Management Group offers a multi-generational advisor and support team to independent financial advisors. We handle the heavy lifting behind the scenes, so advisors can provide superior service to their clients. Our turnkey practice aims to reduce some of your typical out-of-pocket startup expenses, so our advisors can focus on their clients and work to maximize their business value. Read the examples below to see the ways you can take control of your book of business and client relationships as an independent advisor at Harvie Wealth Management Group.

Click here to learn more about being an Independent Advisor at Harvie Wealth Management Group.


*From Wells Fargo Advisors Financial Network

TAKE YOUR JOURNEY TO THE NEXT LEVEL – CONTACT CHRIS HARVIE CFP® MANAGING PARTNER, PIM PORTFOLIO MANAGER AT 804.362.6801 OR [email protected] TODAY!

Harvie Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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