Press Releases

HFG Wealth Management serves as Sponsor for EfTA Trivia Night

August 15, 2016
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HFG Wealth Management, LLC is pleased to serve as Table sponsor of Education for Tomorrow’s Alliance (EfTA) Fourth Annual Trivia Night. The event is hosted by EfTA as an annual fundraiser for the organization. The event was hosted at The Grand Palace in Conroe. Education for Tomorrow Alliance 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.

“It is an honor to support EfTA and their mission and their endeavors. The work they do in our community is incredibly impactful in helping to prepare students for a college or career path. EfTA offers so much for the students and businesses of our community,” 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.

For more information about HFG, please visit www.hfgwm.com or 832-585.0110

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

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Copyright © 2018. 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 ]