Financial Harvest Wealth AdvisorsFinancial Harvest Wealth AdvisorsFinancial Harvest Wealth Advisors
Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789

Client Login

Black Diamond

New user? Please contact our office to establish login credentials as this helps ensure the security of your account.

Black Diamond is a client portal giving you access to performance reporting of your portfolio. You can also upload documents securely to share with our team.

NEST-Plan

New user? Please contact our office to establish login credentials as this helps ensure the security of your account.

NEST-Plan is our new financial planning website for our clients, enabling you to view cashflow planning, net worth growth, progress toward goals, and more!

Financial Harvest Wealth Advisors creates a safe environment in our office for visiting clients by practicing social distancing, wearing masks, and we have installed UV lights in our A/C system. Or, we'll work with you via Zoom or telephone conference. Your health, well-being, and peace of mind is our primary concern.