Larry A. Harvey, ChFC

Founder and Chief Executive Officer

Larry Harvey is a Chartered Financial Consultant (ChFC) and an Investment Advisor Representative with over 35 years of experience providing comprehensive wealth management strategies for affluent individuals, families, and business owners. From 2012 to 2023, Larry received the Five Star Wealth Manager Award, and his firm was consistently recognized as a top Houston-area Wealth Management Firm.

Larry started his career in 1985 as an insurance agent and registered representative of the Lutheran Brotherhood (now Thrivent). After quickly being promoted to management as an Associate General Agent, he served as the Estate and Charitable Planning Specialist and Investment Planning Specialist for the southeast region of the USA. It was during this time that Larry’s affinity for helping clients make strategic financial decisions developed into a passion for building a business where he could impact as many lives as possible.

1998, Larry founded Harvey Financial Group, an independent, fee-based financial planning and investment advisory firm. In 2008, he launched HFG Wealth Management, a fee-only firm that provides family-office services to select individuals, families, and business owners nationwide. Larry continues to lead HFG Wealth Management as CEO, overseeing the firm’s rapid growth as the client list grows to ensure his vision of relentless focus on clients’ desired lifestyles and financial goals is evident in everything the team does every day.

Larry holds accounting and business management degrees 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. Larry also serves on the boards of various companies and is a sought-after advisor, providing his financial acumen and business experience to help their firms prosper.

Larry and his wife have four sons and currently reside in The Woodlands, Texas. Larry is led by faith, attends WoodsEdge Community Church, and enjoys being generous with the many blessings he has been given. Larry is passionate about exploring the world with family and friends and spending quality time being involved with his sons’ athletic teams.