Larry Harvey named five star wealth manager for sixth consecutive year
THE WOODLANDS, Texas -- HFG Wealth Management, a fee-only, locally owned and based, fiduciary, comprehensive wealth management firm, announced Founder and CEO, Larry A. Harvey received the 2017 Five Star Wealth Manager award by Five Star Professional.
This award is the sixth year in a row Mr. Harvey has been recognized by Five Star Professional.
This award is limited to less than 250 advisors in Houston, according to Five Star Professional and recognizes financial professionals who provide quality and exceptional service to their clients.
This award will be featured in the August 2017 issue of Texas Monthly magazine (Houston edition).
“I’m honored to be recognized by Five Star Professional for the sixth year in a row,” said Larry Harvey. “It is a privilege and pleasure to work with clients locally and nationally to define their financial goals. I have been fortunate to serve our clients in a way that they truly deserve and I look forward to our continued team growth and helping more individuals, families and small businesses achieve their financial objectives. Our team truly is committed to placing our client’s best interest first and providing outstanding, personal service,” Harvey said.
Harvey is a Chartered Financial Consultant (ChFC) and an Investment Advisor and planning consultant with over 30 years of experience providing comprehensive and wealth management strategies for individuals, families and small business owners.
Harvey holds degrees in Accounting and Business Management from the University of Tampa and earned his ChFC designation from American College in Bryn Mawr, Pennsylvania.
He is a member of the Financial Planning Association and the Society of Financial Service Professionals and serves on the boards of various companies as a sought-after advisor, lending his vast knowledge and years of experience to their firms.
Harvey and his wife reside in The Woodlands with their sons.
The Five Star Award program candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets.
The Five Star Wealth Manager award process includes nominations by wealth managers, financial planners and advisors, CPA’s and estate planning attorneys.
Participants in the survey were asked to evaluate only those wealth managers they knew through personal experience and rated that individual according to criteria such as integrity, service value for fee charged and quality of recommendations.
The Five Star Wealth Manager Award is given to less than two percent of the wealth managers in the Houston market. The award recognizes service professionals who provide exceptional, quality services to their clients.
For more information about HFG Wealth Management, please visit www.hfgwm.com or call 832-585-0110.