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

July 17, 2017

The Woodlands-‐ HFG Wealth Management, a fee-only, locally owned and based, fiduciary, comprehensive
wealth management firm, announced Founder and CEO, Larry A. Harvey received the 2017 Five Star Wealth
Manager award by Five Star Professional. This award is the sixth year in a row Mr. Harvey has been
recognized by Five Star Professional. This award is limited to less than 250 advisors in Houston, according to
Five Star Professional and recognizes financial professionals who provide quality and exceptional service to
their clients. This award will be featured in the August 2017 issue of Texas Monthly magazine (Houston

“I’m honored to be recognized by Five Star Professional for the sixth year in a row,” said Larry Harvey. “It is a privilege and pleasure to work with clients locally and nationally to define their financial goals. I have been fortunate to serve our clients in a way that they truly deserve and I look forward to our continued team
growth and helping more individuals, families and small businesses achieve their financial objectives. Our
team truly is committed to placing our client’s best interest first and providing outstanding, personal service,” Harvey said.

Harvey is a Chartered Financial Consultant (ChFC) and an Investment Advisor and planning consultant with
over 30 years of experience providing comprehensive and wealth management strategies for individuals,
families and small business owners. 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 and serves
on the boards of various companies as 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 two percent of the
wealth managers in the Houston market. The award recognizes service professionals who provide exceptional,
quality services to their clients.

For more information about HFG Wealth Management, please visit or call 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 ]