HFG Wealth Management Story
Larry Harvey's Vision and Legacy
How do you choose a financial advisor? More importantly, how do you choose a good financial advisor? Our team at HFG Wealth Management serves our clients to the highest standards, not because we’re chasing awards but because we believe it’s what you deserve. For us, you’re not a number or an account; helping you reach your dreams isn’t about paying your bills. Our calling is to redefine wealth management based on the deep conviction that wise stewardship of resources is the key to living a life of purpose. Our Founder and Chief Executive Officer, Larry Harvey, has never been afraid to challenge the accepted standards and raise the bar. You might say that’s how HFG Wealth Management came to be.
Redefining Comprehensive
As the son of a self-employed entrepreneur, Larry Harvey was born with a strong work ethic and a natural inclination toward business, but that’s not what got him interested in financial planning. He was still a teenager when an insurance agent with the Lutheran Brotherhood visited his parents to discuss their coverage and investments. Larry started asking questions, and with the agent’s encouragement, he decided to pursue the answers for himself with a career at Thrivent (formerly the Lutheran Brotherhood). His experience working alongside his father as a teenager fueled his commitment to a client-focused, relentless pursuit of excellence.
His dedication to serving clients beyond their expectations inspired Larry’s desire to expand from life insurance to providing genuinely holistic financial planning services at the onset of his career. Seeing the impact of helping families succeed and find financial freedom through personalized financial planning services was, and remains, a driving force. After 13 years with Thrivent, a new company President disagreed with Larry’s advocacy for change and integrity in the interest of more comprehensive client services. Still pushing for a higher standard of service, Larry Harvey looked for a new opportunity to pursue his purpose.


Rooted In Faith
One of the things that initially attracted Larry to work with Thrivent was the company’s foundation of Christian values. Larry knew firsthand how rewarding it could be to work, live, and plan for a cause beyond oneself, and he wanted to guide his clients into that same sense of fulfillment. As he explored the idea of values-based financial planning and interacted with industry leaders such as Dan Sullivan, Bill Bachrach, and John Bowen, Larry began to see a more comprehensive picture unfolding of what wealth management could be.
Over the next 18 months, Larry rebuilt his business, focusing on two foundational beliefs: wealth management should always be comprehensive, and living a life of purpose starts with how you spend, save, and invest your money. He nurtured a practice that redefined holistic financial planning services while focusing on biblically aligned investments and a desire to do good for others. As he and his family relocated to The Woodlands, Texas, they began to put down roots and invest in the community that is now just one of the regions HFG Wealth Management serves.
Focused on You
As HFG Wealth Management continues to provide financial planning built on trust, integrity, consistency, moral character, and principles, our team’s most important value is providing a service that puts and keeps our clients at the center. Holistic wealth management and a focus on faith-based financial planning mean nothing if they don’t align with what drives and guides the individuals we serve. Helping you identify your core values and guiding you into decisions that support them is at the center of everything we do. Your life situation will change, your needs will evolve, and the market will fluctuate, but the things that mean most to you are unwavering. By guiding you into financial decisions based on your deepest beliefs, we can help you achieve success defined not by the variables but by the ability to live your life on purpose.
We’ve helped countless clients make the right decisions for the right reasons, and we know firsthand the peace of mind that comes from basing your decisions on your principles. When Larry was asked to put profit over his core values all those years ago, he left and never looked back. Thanks to that decision, a more fulfilling path opened up for him as he founded HFG Wealth Management. We can’t wait to help you find the same peace, freedom, and joy as you plan for your family’s future.
When you choose to trust us as your financial guide, we want you to feel like you made a good choice. We want you to be confident that you made the best choice. Whenever you face a financial decision, whether you’re considering a purchase or navigating an unknown season of life, you can trust we’ll be here and that our focus is and always will be you; your success is our “why.” We can’t wait to serve you as you define and plan to live out yours.
