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

June 26, 2015

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.



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