How Do You Choose a Financial Advisor? More importantly, how do you choose a good financial advisor? At HFG Wealth Management, our team serves clients to the highest standards, not for awards, but because we believe it’s what you deserve. To us, you’re not just a number or an account; helping you reach your dreams goes beyond our bottom line. Our calling is to redefine wealth management with the belief that wise stewardship of resources is key to living a life of purpose. Our Founder and CEO, Larry Harvey, has never shied away from challenging accepted standards and raising the bar. This drive is what led to the creation of HFG Wealth Management.
Redefining Comprehensive
Larry Harvey, the son of a self-employed entrepreneur, was instilled with a strong work ethic and business inclination from a young age. His interest in financial planning sparked as a teenager when a Lutheran Brotherhood insurance agent visited his parents to discuss coverage and investments. Inspired by the agent, Larry pursued a career at Thrivent (formerly Lutheran Brotherhood). Working alongside his father fueled his commitment to client-focused excellence.
Larry’s dedication to exceeding client expectations inspired his desire to expand from life insurance to holistic financial planning at the start of his career. Witnessing the impact of helping families find financial freedom through personalized planning remains his driving force. After 13 years with Thrivent, a disagreement with a new company President over client service standards led Larry to seek a new opportunity aligned with his values.
Rooted in Faith
Larry was initially drawn to Thrivent for its foundation of Christian values. He recognized the fulfillment that comes from living and planning for a cause beyond oneself and wanted to guide his clients toward the same sense of purpose. Influenced by industry leaders like Dan Sullivan, Bill Bachrach, and John Bowen, Larry envisioned a more comprehensive approach to wealth management.
Over 18 months, Larry rebuilt his business with two core beliefs: wealth management should be comprehensive, and living a life of purpose starts with how you spend, save, and invest your money. He established a practice that redefined holistic financial planning, emphasizing biblically aligned investments and a commitment to doing good for others. Relocating to The Woodlands, Texas, Larry and his family invested in their community, one of the regions HFG Wealth Management proudly serves today.
Focused on You
HFG Wealth Management continues to provide financial planning built on trust, integrity, consistency, and moral character. Above all, we value putting and keeping our clients at the center of everything we do. Holistic wealth management and faith-based planning only matter when they align with what truly drives our clients. We help you identify your core values and guide you in making decisions that support them. Life situations change, needs evolve, and markets fluctuate, but your most important values remain steadfast. By guiding you in financial decisions rooted in your deepest beliefs, we help you achieve success defined not by external variables, but by your ability to live life on purpose.
We’ve helped countless clients make the right decisions for the right reasons, and we know the peace of mind that comes from aligning your choices with your principles. When Larry was asked to put profit over values years ago, he chose a path that led to founding HFG Wealth Management. We look forward to helping you find that same peace, freedom, and joy as you plan for your future.
When you trust us as your financial guide, we don’t just want you to feel like you made a good choice—we want you to be confident you made the best choice. Whenever you face a financial decision, whether considering a purchase or navigating life’s uncertainties, we’ll be here with a focus that’s always on you. Your success is our “why,” and we can’t wait to serve you as you define and plan to live out yours.
