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.

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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 ]