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Larry Harvey is a Chartered Financial Consultant (ChFC) and an Investment Advisor Representative with over 35 years of experience providing comprehensive wealth management strategies for affluent individuals, families, and business owners. Larry has been a recipient of the Five Star Wealth Manager Award from 2012 to 2021 and his firm is consistently recognized as a top Houston-area Wealth Management Firm from 2012-2021.
Larry started his career in 1985 with the Lutheran Brotherhood (now Thrivent) as an insurance agent and registered representative. After quickly being promoted to management as an Associate General Agent he served as the Estate and Charitable Planning Specialist, as well as the Investment Planning Specialist, for the southeast region of the USA. It was during this time that Larry’s affinity for helping clients make strategic financial decisions developed into a passion to build a business where he could impact as many lives as possible.
In 1998, Larry founded Harvey Financial Group, an independent, fee-based financial planning and investment advisory firm. In 2008, he launched HFG Wealth Management, a fee-only firm dedicated to providing family-office services to select individuals, families, and business owners nationwide. Larry continues to lead HFG Wealth Management as CEO, overseeing the rapid growth of the firm as the client list grows to ensure his vision of relentless focus on clients’ desired lifestyles and financial goals is evident in everything the team does, every day.
Larry 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. Larry also serves on the boards of various companies and is a sought-after advisor, providing his financial acumen and business experience to help their firms prosper.
Larry and his wife have been blessed with four sons and currently reside in The Woodlands, Texas. Larry is led by faith, attends WoodsEdge Community Church, and enjoys being generous with the many blessings he has been given. Larry is passionate about exploring the world with family and friends, as well as spending quality time being involved with his son’s athletic teams.