Financial Harvest Wealth Advisors

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Financial Harvest Wealth Advisors Helping families pursue financial clarity through disciplined investing, retirement planning, and wealth guidance since 2002.

Clients can expect proactive relationships, personalized and passionate service, and unwavering commitment to honoring our word. Through our Wealth Management Process, along with our strategic partnerships and professional network, we deliver highly-personalized, fee-based advice to help our clients preserve and enhance their wealth across generations to live a life well-lived. What Are Our Clients’ Concerns:

Our clients tend to have many of the following concerns:
•Having more than enough money throughout their lifetime to protect their independence and dignity
•Access to the best doctors and medical care when needed now and in old age
•Mitigating income, capital gains, and estate taxes
•Ensuring heirs are taken care of
•Protecting wealth from being unjustly taken
•Existential concerns such as charitable giving and leaving a legacy

This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.

10/14/2026

There’s a lot of fear around the midterm elections, but what does the data actually show? 📊

Headlines can stir emotions. Historical market data can help put those concerns into perspective.

In this video, Financial Harvest looks at the numbers behind midterm elections and the stock market, and what they could mean for long-term investors.

History offers perspective, never guarantees. Watch for the breakdown, and save this for your next election-year conversation.

10/12/2026

Election headlines can create uncertainty, especially when it comes to your finances. But what does history actually tell us?

In this full video, we look at the data from past election cycles and explore what it may mean for markets, investing, and long-term financial decisions.

Watch the full video for a clearer perspective.

10/09/2026

Does the political party in power determine what happens in the market?

Historical data suggests the answer may be less partisan than many investors expect. While elections dominate the headlines, the forces driving market performance often extend well beyond which party controls Washington.

Take a closer look at what the data reveals and what may influence the markets more than politics.

Watch, follow, and share with an investor who may be feeling uncertain this election season.

10/08/2026

Election years often leave investors wondering whether they should wait, act, or change course.

So, what does history show when someone invests on the day of a midterm election and looks at the results 12 months later?

We examined the historical data and the outcome may challenge how you think about investing during periods of political uncertainty.

Watch the video, then share it with someone who may be concerned about the 2026 midterm election.

10/07/2026

Before you start drawing from your savings in retirement, it helps to map out your withdrawal order: which account you'll pull from first, second, and third, and how each one is taxed.

The order matters. Without a plan, withdrawals can push your income into a higher tax bracket and raise your Medicare Part B and Part D premiums. A clear sequence can keep those costs in check.

Learn more on the lastest Plant. Harvest. Prosper. podcast episode: https://financialharvest.com/episode/the-retirement-paycheck/

10/05/2026

Major elections can create uncertainty, especially when it comes to your finances. But before reacting to the latest headlines, it’s worth asking: What does the historical data actually show?

We looked at past elections by the numbers to see what history may tell us about markets, investing, and long-term financial decisions.

Watch the video to learn what the data points to.

  Missed our midterm election impact video? Quick recap: markets have historically responded better to a resolved electi...
10/02/2026

Missed our midterm election impact video?

Quick recap: markets have historically responded better to a resolved election than the headlines would have you believe. Since 1950, the 12 months after a midterm election have landed positive or flat every single time.

David Witter and Kellen Williams have the full data, plus a data sheet in our recent blog post. Learn more:

In this quick breakdown, David Witter and Kellen Williams pull the numbers going back to 1950, including what happens in the 12 months after you invest on election day itself. The results might surprise you, and they say a lot more about how to think about your own plan than any headline will.

09/30/2026

Many of our clients have spent decades doing the hard part well: saving consistently and investing wisely. As retirement gets closer, the question changes. It's no longer how to build wealth, but how to turn it into income that keeps arriving after the paycheck stops.

For most of a career, that direct deposit just shows up. Replacing it means building a new kind of paycheck, one designed to last 40 years or more rather than 40 pay periods. That shift in thinking is a big part of making work optional.

We cover what that transition looks like in this episode. Watch the full podcast episode: https://financialharvest.com/episode/the-retirement-paycheck/

Still deciding on retirement planning? Good news — there's still time to grab your seat. NestEd's Retirement Planning Co...
09/29/2026

Still deciding on retirement planning? Good news — there's still time to grab your seat.

NestEd's Retirement Planning Course kicks off soon:

🏫 In-Person: Saturdays, Oct 3 & 10, 9:30am–12:00pm (Rollins College)
💻 Virtual: Tuesdays, Oct 6 & 13, 6:15–8:45pm

Mix and match sessions to fit your schedule!

Learn tax mitigation, lifestyle planning, and asset protection from Certified Financial Planner® David Witter — but don't wait too long, seats are filling up.

Register now: https://nest-ed.com/retirement/

09/27/2026

Quick recap of this real-life success story.

Through proactive planning and a coordinated financial strategy, we helped our client identify tax-saving opportunities, maximize cash flow, and create a strong legacy plan for the future.

This story shows how the right strategies can work together to address today’s financial needs while also preparing for the next generation.

Address

1091 W Morse Boulevard, Suite 200
Winter Park, FL
32789

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm
Sunday 7am - 8pm

Telephone

+14079370707

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