Become an Independent Advisor at Harvie Wealth Management Group

­­­­Harvie Wealth Management Group brings more than 100 years of combined industry experience to independent financial advisors. We handle the heavy lifting behind the scenes, so advisors are able to provide superior service to their clients. Our turnkey practice aims to reduce some of your typical out-of-pocket startup expenses, so our advisors can focus on their clients and work to maximize their business value. Take control of your book of business and client relationships as an independent advisor at Harvie Wealth Management Group.

 Advantages of Independence May Include:

·         Potential Higher Payout Percentage

·         Enhanced Operational Efficiencies

·         Access to a Unique Investment Philosophy

·         Income Received in the Form of a 1099*

·         Transition Package


Address: 3460 W Clay St. Richmond, VA 23230

Phone: 804-362-6801

Email: [email protected]


Click here to learn more about being an Independent Advisor at Harvie Wealth Management Group.




*From Wells Fargo Advisors Financial Network
Harvie Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KY, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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