Harvest is unique.

Our practioners and planners are attorneys and accountants who plan in ways your traditional financial advisor can not or will not.

We focus on the complete picture.  It's not just asset management, it's comprehensive planning.

Business - Tax - Estate - Retirement

Begin planning your harvest today.

Welcome to our Harvest

Call us at (800) 360-7011.

Who are we?

Our planning roots begin with a team of financial planners who began in the financial planning industry.  They quickly realized that traditional investment brokerages focused exclusively on "how much of our client's money can we bring in" and less on the actual quality of a client's plan.

These planners became certified as attorneys and accountants obtaining the highest level of financial and advisory credentials.

Call us at (800) 360-7011.


"The true mark of a leader is the willingness to stick with a bold course of action — an unconventional business strategy, a unique product-development roadmap, a controversial marketing campaign — even as the rest of the world wonders why you're not marching in step with the status quo. In other words, real leaders are happy to zig while others zag. They understand that in an era of hyper-competition and non-stop disruption, the only way to stand out from the crowd is to stand for something special."

-Bill Taylor

Charles R. Frazier, JD, LL.M., MTax. 

Rick Miller, CPA, MBA

Nashville | Dallas-Fort Worth Area

PO Box 1510
La Vergne, TN, 37062

About us

Harvest provides nationwide comprehensive planning services with client-facing locations in Nashville and Dallas.

(800) 360-7011

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