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Helping Make Your Dream Retirement a Reality

with Oak Harvest Retirement Planners and Financial Advisors

Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax.

Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.

Click below to schedule and learn why Oak Harvest Financial Group was named the Fastest Growing Registered Investment Advisory firm in Texas in 2020 & 2021 by Citywire magazine!

As Featured On

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Wealth Creation Contributor
Investopedia
Troy Sharpe named one of the top 100 financial advisors by Investopedia

Founder and CEO Troy Sharpe CFP®, CPWA®, CTS®, was recently recognized by Investopedia as one of their Top 100 Financial Advisors nationwide.

Launched in 2017, the Investopedia Top 100 award spotlights the country’s most engaged, influential and educational advisors out of 100,000+ independent financial advisors throughout the U.S.

You can watch the full interview to learn more from Troy directly on what the award signifies, and more importantly about what you and your family can expect and how you can benefit in partnering with OHFG.

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Investment Management Combined with Financial and Tax Planning

Oak Harvest's proprietary Retirement Success Plan provides much more than just an investment strategy and stock picks. We deliver holistic advice. And rather than try and fit you into a box, we build the box around you. Your plan includes not only an investment strategy, but also an income plan, tax plan, and other elements such as health care planning, long-term care, and estate planning. All of this is offered through a transparent advisory fee structure, sometimes for a lesser cost than you're currently paying for investment management only.

This additional planning can potentially result in hundreds of thousands of dollars in additional value over the course of time, depending on your circumstances.

 

Proactive Advice

Oak Harvest Retirement Success Plan

  1. 1. Investment and Risk Management
  2. 2. Income and Withdrawal Planning
  3. 3. Tax Planning
  4. 4. Health Care Planning
  5. 5. Estate Plan
  6. 6. Frequent Monitoring, Reviews, and Communication

 

Institutional Clients

Institutional Experience for Retail Investors

We believe individuals and families should have access to the same type of investment professional as even the largest hedge fund or private equity firm. That's why our investment team leadership is made up of investment professionals with years of institutional experience. We look to make sure that the money you've worked hard to earn is managed by a team with dedication and skill in implementing multi-asset strategies across all levels of risk/reward potential, with deep access to top-quality research, data and tools.

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Fastest Growing Registered Investment Advisor In Texas, 2020 & 2021

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What Services Do We Provide?

Portfolio Management

Portfolio Management

Investing for growth while maintaining a focus on managing risk can be critical to long term success in retirement. Using our Investment Team's institutional background and portfolio management experience combined with our tailored planning process, we target helping you achieve your long-term investment goals without taking on undue risk. We provide a consistent strategy with consistent execution, and help you maintain discipline throughout all market environments.

Financial Planning

Financial Planning

Most firms advertise financial planning. We live it. You'll have 24-hour access to your financial plan that includes real-time updates as markets change. You'll have frequent conversations and analysis regarding the how various decisions you have to make impact your plan. Professional, experienced planners and tax specialists are here to guide your decision-making.

Income Analysis

Tax Planning

Taxes are complex and everyone's situation is unique. Ignoring taxes in a financial plan often means leaving significant amounts of money - hundreds of thousands of dollars or even more for some families - on the table. Knowing that taxes are being evaluated with your investment portfolio AND financial plan for the short-and long-term provides a foundation for lasting, trusted and powerful relationships.

Our Team Drives Our Firm's Success

When you work with dedicated professionals who care about your well-being, it can help give you confidence and peace of mind. We focus on building a culture that supports our commitment to providing unparalleled service that puts clients' interests first.

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Core Values

Our core values guide our efforts to take your vision for retirement and bring it to life through a caring, thoughtful and professional experience.
  • Do unto others as you would have them do unto you
  • Be of service
  • Be transparent and honest in all dealings
  • Always place the client’s interests ahead of our own
  • Place our core values and principles above profits
  • Provide value beyond expectations
  • Operate independently and passionately
  • Give back to the community with both dollars and time

Our Financial Advisors are ready to help you...

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Oak Harvest Team
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Read Troy's Online Contributions to Kiplinger

Our CEO has been featured by one of the nation's top financial publications

The Retirement Income Show Logo

THE RETIREMENT INCOME SHOW


Listen to our radio show hosted by Troy Sharpe at 12 p.m. every Sunday on 740 AM Newsradio 740KTRH.

Retirement Videos on YouTube

YOUTUBE RETIREMENT CHANNEL


Concerned about how market activity could affect your retirement? Get the latest market updates on our youtube channel.

Stock Talk

Stock Talk


Listen to Stock Talk to learn more about OHFG's view of the capital markets.

 

Location and Contact Information

Oak Harvest Financial Group Houston TX

Headquarters

920 Memorial City Way, Suite 150, Houston, TX 77024

Call Us

Talk to a team member

Have a question? Call us and let a team member help you find an answer.

Schedule Appointment

Schedule a FREE Consultation

Schedule a FREE consultation with a Financial Advisor.

HELPING YOU MEET YOUR FINANCIAL NEEDS IS OUR FIRST PRIORITY.

We're happy to meet with you whenever is most convenient for you. To learn more about how Oak Harvest Financial Group can help you achieve the retirement you deserve, give us a call at (281) 800-9127.