Brian Smith

our team member

Introducing Our Investment Advisor Representative

Brian Smith

Investment Advisor Representative

Brian L. Smith is Co-founder of Harvest Financial Planning, LLC and along with Tim McKenna sought to create a dynamic financial planning firm built on rich resilient relationships. Brian loves to listen, learn, solve problems and seek to provide value in any way he can to best serve his clients – not just for their happiness but for their success. As Seth Godin said, “In the connection economy, the thoughtful, patient, mature and modern approach wins out. Because connection is built on trust and generosity, not on snark and short-term wins.” Brian also leads the business exit planning division of Harvest Financial Planning, helping business owners transition or sell well. In addition to Brian’s 20 plus years of financial planning experience, he was a professional counselor for individuals and couples.

Brian is an Investment Advisor Representative with Private Advisor Group and is a Registered Representative with LPL Financial, LLC, a Registered Broker Dealer. He currently holds his Series 7 and 63 securities registrations through LPL Financial and Series 65 through Private Advisor Group. Brian is on the Board of Directors of Faith Church, New Leaf Resources, and Faith Theater Co. He, his wife Amy and two boys, Jacob and Jackson are very active skiers, cyclists, and love to travel.

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