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Capital Harvest - Who We Are

Our Heritage

Our Heritage

From investments to retirement to insurance, the decisions can be overwhelming. That’s where we come in. Our team holds over 75 years of industry experience helping clients through numerous economic cycles and overseeing in excess of $650 million of assets across the Mid-Atlantic region. Bolstering our stability is our affiliation with Woodbury Financial Services driven by a strong philosophy of operational efficiency and strict adherence to regulatory and compliance standards. Our affiliation with the firm empowers us to put your interests first with objective, carefully considered offerings—with no obligation to promote any particular investment.

Our Mission

Our Mission

To provide the individuals, families and businesses we serve the highest quality comprehensive financial planning guidance and a client service experience second to none. Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a meaningful and respected long-term relationship with our clients and their families

Our Values

Our Values

We build strong, long-term professional relationships with our clients that places their best interests first. We help navigate the road towards financial freedom by helping you participate in capital markets in a prudent and thoughtful way. We spare no time or expense in communicating with you to understand expectations, concerns, and as time elapses place a focus on mitigating risks to attain goals throughout your journey.