About Us


George Harvey is a Certified Financial Planner™.  Only 1 in 20 financial planners has earned the Certified Financial Planner™ designation. He listens to his clients, cares how they feel and provides them with an honest straight forward approach to consider various financial planning alternatives.  He bases his practice on Trust, Integrity and Service.

He received his Bachelor of Science degree from Campbell College (Campbell University), a Master of Education from Duke University and a Doctorate of Education Administration from Walden University.  Since 1980 he has specialized in helping his clients remove the anxiety in dealing with their financial matters, which provides them with peace of mind.  In addition, George has had extensive experience working with other client advisors, including attorneys, accountants, and bank professionals. 

George’s distinguished background and his experience working with other professional advisors make him an important resource in helping clients find solutions to their financial problems.  

Why Choose a CFP®?