Press Releases

Larry Harvey Named Five Star Wealth Manager Eight Years in a Row

June 22, 2016
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The Woodlands –‐ HFG Wealth Management, a locally owned and based independent wealth management firm, specializing in financial planning and investment management, announced today that Founder and CEO, Larry A. Harvey, ChFC® has been honored again with the 2016 Five Star Wealth Manager Award by Five Star Professional. This award will be featured in the August 2016 issue of Texas Monthly magazine (Houston edition). This is the eighth year in a row Harvey has been recognized with this award, which is limited to less than three percent of wealth managers in the Houston area. The Five Star award recognizes service professionals who provide quality and exceptional service to their clients.

“I am proud to be selected by Five Star Professional as a Five Star Wealth Manager again,” Larry Harvey said. “I have been fortunate to serve our clients in a way that helps manage and facilitate their wealth for generations to come. It is an absolute privilege and pleasure to work with such great clients in and around the Houston area,” Harvey said.

Harvey is a financial advisor and planning consultant with over 30 years of experience providing comprehensive and wealth management strategies for individuals, families and small business owners. He is a Chartered Financial Consultant (ChFC) and an Investment Advisor Representative who helps a select group of clientele make strategic and informed financial decisions that propel them to achieving their desired lifestyle and financial goals. 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. Harvey serves on the boards of various companies and is 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 three percent of the wealth managers in the Houston market.

For more information about HFG Wealth Management, please visit www.hfgwm.com or call 832.585.0110.

HFG Wealth Management Named Top Houston-Area Wealth Management Firms & Practices

March 23, 2016
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The Woodlands, TX — HFG Wealth Management, LLC has been named as a Top Houston-Area Wealth Management Firm & Practices as selected by Houston Business Journal in the March 18-24, 2016 issue. The Houston Business Journal published their list of the Top Houston-Area Wealth Management Firms & Practices with investment minimums of $1 million. The development of the list is derived from information gathered from questionnaires, SEC filings and HBJ research.

“I am extremely honored for HFG to be listed as one of the Top Houston-Area Wealth Management Firms & Practices. We remain extremely committed to serving as an independent, objective fee-only wealth management firm to best serve our clients. We believe our services are making a true difference in their lives,” said Larry Harvey, Founder and CEO of HFG Wealth Management, LLC.

HFG Wealth Management has been located in The Woodlands for over 10 years and is led by Larry Harvey. Mr. Harvey is a financial advisor and planning consultant with over 30 years of experience providing comprehensive and wealth management strategies for individuals, families and small business owners. He is a Chartered Financial Consultant (ChFC) and an Investment Advisor Representative who helps a select group of accepted clientele make strategic and informed financial decisions that propel them to achieving their desired lifestyle and financial goals. Mr. Harvey is also a 7-time recipient of the Five Star Wealth Manager Award from 2009 to 2015. This award is achieved by less than 3% of wealth managers in the Houston area.

HFG Wealth Management uses a holistic method of financial planning known as Financial Life Planning™. HFG believes this is a financially effective and personally rewarding approach to creating a practical, lasting financial plan to assist individuals and families in creating a long-term financial vision consistent with their core values. For more information, please visit www.hfgwm.com or call 832.585.0110.

Larry Harvey of HFG Wealth Management, LLC Attending Barron’s Top Independent Advisors Summit

March 21, 2016
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The Woodlands, TX — Larry Harvey, Founder and CEO of HFG Wealth Management, LLC has been selected to attend the Top Independent Advisors Summit hosted by Barron’s magazine to promote best practices in the industry, the value of advice to the investing public and generate new ideas across the industry. Attendees will attend workshops that explore current issues from state of the economy, overseeing high-net-worth accounts and families, to portfolio management and retirement planning. The invitation-only conference is held in March in Scottsdale, AZ.

This annual conference is the basis for the Top Independent Advisors Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The Top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.

“I am extremely honored to be here among some of the Top Independent Advisors in the country and always enjoy participating in this event to gain further insight on how HFG Wealth Management as an independent, objective fee-only wealth management firm can best serve our clients and their needs,” said Harvey.

Larry Harvey of HFG Wealth Management, LLC was one of approximately 400 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event. For more information about HFG Wealth Management, LLC, please visit www.hfgwm.com

HFG Wealth Management Serves as Title Sponsor for TWCA Sporting Clay Tournament

March 14, 2016
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HFG Wealth Management, LLC is pleased to serve as a Title sponsor of The Woodlands Christian Academy’s Second Annual Sporting Clay Tournament. The Sporting Clay Tournament hosted by TWCA is an annual fundraiser to raise funds for the school Booster Club. The event took place at Abe’s Club in Huntsville, Texas.

“We are extremely grateful to support TWCA and their mission. The work they do is impactful in our communities and we are pleased to help support TWCA as they prepare children to become the next generation of Christian leaders. It is an honor to support TWCA in all of their endeavors,” said Larry A. Harvey, Founder and CEO of HFG Wealth Management.”

HFG Wealth Management is an independent, fee-only, comprehensive financial planning and wealth advisory firm headquartered in The Woodlands, Texas, serving clients nationwide. Led by Founder and CEO Larry A. Harvey, ChFC® HFG Wealth Management has integrated financial life planning and investment management services into a customizable wealth management offering. Mr. Harvey currently serves as the firm’s Principal and Senior Wealth Advisor and also serves on the boards of various companies and is a sought-after advisor, lending his vast knowledge and years of experience to those firms. HFG Wealth Management has integrated financial life planning and investment management services into a customizable wealth management offering. For more information about HFG, please visit www.hfgwm.com or 832-585.0110

Larry Harvey Appointed to EfTA Board of Directors

November 13, 2015
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HFG Wealth Management, a comprehensive financial planning and wealth advisory firm in The Woodlands is pleased to announce HFG Founder and Chief Executive Officer, Larry Harvey, has been appointed as a Board Member to the Education for Tomorrow Alliance (EfTA) for the 2015-2016 term.

EfTA is a nonprofit organization dedicated to connecting the business and education communities in Montgomery County, Texas. With innovative programs focused on science, technology and career preparation, EfTA has become the portal through which business leaders can access and strengthen local education. The vision of EfTA is to equip every student with the knowledge and skills to be career and college ready. EfTA programs serve students in Montgomery County with a focus on students in the Conroe Independent School District, as well as local private school and homeschooled students.

“It is an honor to serve on the Board of EfTA and work on a shared mission of mentoring the students of today to engage and prepare them for tomorrow,” said Larry Harvey. “I believe joining the board of EfTA and their mission of connecting the business and school communities was a natural fit for my professional and personal beliefs. As well as my EfTA Board appointment, I will be working on the EfTA Development Committee and look forward to using my experience to assist in shaping the organization’s overall fundraising efforts in support of the EfTA mission and to help the organization’s fiscal health through fund development. I am very much looking forwarding for the opportunity to work with EfTA and am sincerely grateful for all they provide to our community,” said Harvey.

HFG Wealth Management works with clients who seek to gain a complete financial solution. HFG Wealth Management builds a lasting partnership with clients based on trust and a plan to optimize and balance their entire financial portfolio. HFG Wealth Management serves as a financial guide for clients, helping to align beliefs, values and goals with the best financial resources to realize the client’s vision for the future. Using an integrated life planning process, HFG Wealth Management partners with clients to create a meaningful, achievable financial plan. For more information about HFG Wealth Management, please visit www.hfgwm.com or call 832-585-0110 to learn more.

Larry Harvey Named Five Star Wealth Manager Seven Years in a Row

June 26, 2015
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HFG Wealth Management is honored to share for the seventh year in a row Larry Harvey, Founder and CEO of HFG Wealth Management, has been named a 2015 Five Star Wealth Manager by Five Star Professional. This award will be featured in the August 2015 issue of Texas Monthly magazine (Houston edition). HFG Wealth Management believes the truest measure of accomplishment comes from clients who have placed their confidence and trust in Larry and the rest of the team here at HFG Wealth Management.

“I have been blessed to assist families and small business owners achieve their most important financial objectives and to serve my clients. I am honored to be selected by Five Star Professional as a Five Star Wealth Manager,” Mr. Harvey said.
Mr. Harvey is a financial advisor and planning consultant with 30 years of experience providing comprehensive and wealth management strategies for individuals, families and small business owners. He is a Chartered Financial Consultant (ChFC) and an Investment Advisor Representative who helps a select group of accepted clientele make strategic and informed financial decisions that propel them to achieving their desired lifestyle and financial goals. 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. Mr. Harvey serves on the boards of various companies and is a sought-after advisor, lending his vast knowledge and years of experience to their firms. Mr. 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 2 percent of the wealth managers in the Houston market.

HFG Wealth Management Marches on for March of Dimes

April 25, 2015
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HFG Wealth Management had the privilege to serve as a sponsor for the March of Dimes Montgomery County March for Babies Walk on April 25, 2015. The March of Dimes mission is to help mothers get to full-term pregnancy and research problems that threaten the health of babies. HFG Wealth Management employees worked to raise funds for this very important cause.

“HFG Wealth Management was very proud to serve as a sponsor for March of Dimes. As a family oriented business, we know how impactful the effects on family this can present. We were very fortunate to be presented this opportunity to sponsor such a worthwhile and impactful event for the community,” Larry Harvey, Founder and Chief Executive Officer of HFG Wealth Management said. “Our team was truly blessed to support the mission and foundation of March of Dimes,” said Harvey.

The March of Dimes walk brings together families, companies and volunteers to raise money to support lifesaving research, community education programs and advocacy efforts that help moms have healthy, full-term pregnancies and give babies a strong, healthy start in life. For more information about this year’s March for Babies, visit www.marchofdimes.com/texas.

HFG Wealth Management Offers Educational Seminar To Community Members

February 17, 2015
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HFG Wealth Management, LLC hosted a seminar at The Woodlands Chamber of Commerce, Major League Marketing on a Minor League Budget, presented by Chris Rasberry, Chief Operating Officer of HFG.

The event served as an educational seminar on marketing on a budget with past examples used in local business. He discussed the top 10 strategies successful businesses have used to gain mind share with new customers in digital and traditional channels. Also participating in the seminar was Isaac LeBuguen, Found of The Aspire Company who manages HFG’s digital marketing efforts. The seminar brought together community business leaders, executives and local business owners to learn more about marketing practices for small businesses in the community.

Mr. Rasberry has extensive international experience in the financial services industry, starting his career in Operations with Merrill Lynch in Tokyo, Japan, as a Financial Advisor with Morgan Stanley in The Woodlands and has also worked in Equity Research with Goldman Sachs. He is a member of the Project Management Institute of Houston, has served as a mentor at the University of Houston Wolfe Center for Entrepreneurship and has previously served in the United States Navy.

HFG Wealth Management embraces a holistic method of comprehensive financial planning known as Financial Life Planning™ that serves as a financially effective and personally rewarding approach to creating a practical, lasting financial plan.  As financial professionals using the life planning approach, HFG assists individuals and families in creating a long-term vision that is consistent with their core values. HFG Wealth Management serves to provide clients with tips and strategies to get you started and help you reach your financial and life goals at every stage.  HFG Wealth Management has been located in The Woodlands for 10 years and is led by Founder and CEO, Larry Harvey. Mr. Harvey is a financial advisor and planning consultant with nearly 30 years of experience providing comprehensive and wealth management strategies for individuals, families and small business owners and is a Chartered Financial Consultant (ChFC) and an Investment Advisor Representative. Larry Harvey is also a 6-time recipient of the Five Star Wealth Manager Award from 2009 to 2014. This award is achieved by less than 3% of wealth managers in the Houston area.

For more information and to learn more, please visit www.hfgwm.com or call 832.585.0110

HFG Wealth Management Relocation

September 15, 2014
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HFG Wealth Management, a comprehensive financial planning and wealth advisory firm, is pleased to announce a relocation and expansion of The Woodlands office to 1790 Hughes Landing, Ste. 350. The move to Hughes Landing will accommodate business growth, and serve clients in the Woodlands area. For more information about HFG Wealth Management, please visit www.hfgwm.com or call 832-585-0110 to learn more.

HFG Wealth Management Helps Local Girl with Fundraiser

August 20, 2014
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HFG Wealth Management hosts a Port Arthur client event on August 07, 2014 at the local Pompano Club with
about 80 of Port Arthur’s leading resident’s that raise funds for an orphanage in Haiti. This all started when
Larry Harvey, ChFC® heard about a remarkable young lady from a long time HFG client and Port Arthur resident,
Daniel Delhoussaye.

Mr. Delahoussaye’s granddaughter Mackenzie Howell is an 8 year old Nederland native with a mission. Over
the last four years she has raised over $6,000 to help rebuild an orphanage in Haiti that was damaged in the
earthquake. She started by running bake sales and eventually wrote a book “Leila’s Big Difference” to help raise
money for the children in Haiti.

“Every summer she said Mom, what can we do for Haiti this year? And, last year she said, let’s write a book this
year” Her mother Allison Howell said. “She kept on, she kept on and we realized that this was something that
God had really laid on her heart.”

To help Mackenzie raise even more for the charity, HFG arranged to have Steve Renwick of Diamonds in the
Rough preside over a small auction of sports memorabilia from Texas sports legends. In total, the Port Arthur
event raised over $2,000 for Mackenzie’s charity. “I am very proud that HFG was able to support Mackenzie’s
efforts to help those in Haiti. We are fortunate that so many people came together to help this young lady and
her family, who have been so passionate about this effort, to raise awareness and money to make a positive
impact on a hard-hit community”, Harvey says.

HFG Wealth Management works with clients who seek to gain a more complete financial solution than just a
simple portfolio of investments. HFG Wealth Management works to build a lasting partnership with our clients
based on trust and a plan to optimize and balance their entire financial portfolio. HFG Wealth Management
serves as a guide for our clients, helping to align beliefs, values, and goals with the best financial resources to
realize the client’s vision for their family’s future. Using an integrated life planning process, HFG Wealth
Management partners with our clients to create a meaningful, achievable financial plan.

For more information about HFG Wealth Management, please visit www.hfgwm.com or call 832-585-0110.

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Copyright © 2017. HFG Wealth Management, LLC. Investment advisory services offered through HFG Wealth Management, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice. [ more disclosures ]