The Harvey Group

  • Financial Services
  • Franconia VA
  • 5 employees
  • Financial Services
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Company Overview

Headquarters
6361 Walker Ln Suite 120, Franconia VA
Website
harveygroupwm.com
Phone
(703) 549-5447
Employees
5
Founded in
2005
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$12B

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Who is The Harvey Group

The Harvey Group is an independent firm located in Alexandria, Virginia. Founded in 2005, the company employs 5 individuals and generates annual revenue of $12 million. The Harvey Group specializes in wealth management, assisting clients in establishing and maintaining their long-term financial goals. They partner with Commonwealth Financial Network, an independent broker/dealer, to provide clients with access to a diverse range of investment options tailored to their individual financial objectives. Committed to serving clients' best interests, The Harvey Group distinguishes itself from traditional Wall Street investment firms by prioritizing clients' financial goals over sales targets. Their focus on personalized wealth management solutions sets them apart in the industry. Clients interested in learning more about The Harvey Group's services can contact them at 703-549-5499. Their physical address is 119 Oronoco Street, Ste 102, Alexandria, VA 22314. Additional information about the firm can be found on their website: harveygroupwm.com.

Company Leadership

John Bernards

Founding Partner, CERTIFIED FINANCIAL PLANNER(TM) Professional

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The Harvey Group Tech Stack

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FAQ

What is the location of The Harvey Group's headquarters?
The headquarters of The Harvey Group are situated at 6361 Walker Ln Suite 120, Franconia VA
What is The Harvey Group's phone number?
The Harvey Group's contact number is (703) 549-5447.
What is The Harvey Group's official website?
The official website of The Harvey Group can be found at harveygroupwm.com.
What is The Harvey Group's current revenue?
As of November 2023, The Harvey Group's annual revenue reached $12B.
How many employees does The Harvey Group currently have?
The Harvey Group employs approximately 5+ people as of November 2023
Which industries is The Harvey Group primarily operating in?
The Harvey Group operates in the following industries: Finance, Credit
Who is the Founding Partner, CERTIFIED FINANCIAL PLANNER(TM) Professional of The Harvey Group?
The Harvey Group's Founding Partner, CERTIFIED FINANCIAL PLANNER(TM) Professional is John Bernards
When was The Harvey Group founded?
The Harvey Group was founded in 2005.

Employee Directory

Key Employees

Carl Jones

Owner

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Johnny Garstka

Financial Advisor

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Daniel Harvey

Executive Director

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