Monica L. Dwyer, CFP^®

VP, Wealth Advisor

Harvest Financial Advisors

8840 Cincinnati-Dayton Rd
West Chester, OH 45069

FINANCIAL ADVISOR'S WEBSITE

http://harvestadvisors.com/

(800) 360-0329

+1 More Number

(513) 779-3030

CONNECT WITH Monica

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

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Harvest Financial Advisors

General

Monica Dwyer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Harvest Financial Advisors in West Chester, OH and the surrounding communities.

Financial Advisor Overview

Our specialty is managing individual large cap stocks, and complimenting that with ETF's, mutual funds, and bonds to develop an actively managed portfolio for our clients, coupled with comprehensive financial planning. We want our focus of attention to be squarely on our clients. For this reason, I limit myself to working with 200 households at a maximum, therefore we have a minimum asset requirement of $250,000 of investable assets, such as IRA accounts, 401k's, 403b's, and after tax investment accounts.

Financial Advisor Experience

Monica Dwyer is a Certified Financial Planner® Practitioner and Certified Divorce Financial Analyst™ with over fifteen years of experience. Monica has a passion for educating and planning for widows, divorcees and those planning for college or retirement. She also provides financial guidance to help divorcing couples find solutions to complex property division, and works with the Cincinnati Collaborative Law Group. She volunteers as a Financial Planner for Family Reach, an organization that helps families impacted by cancer, and runs a monthly divorce support group in Cincinnati. She spends her free time with her husband and five children.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Certified Divorce Financial Analyst(R), Master Class at Global Financial Planning Institute

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth