Harvard Avenue, also identified as Harvard Avenue, LLC, is a financial services firm focused on helping clients invest and plan for an abundant life. Its approach emphasizes research-informed investing, global diversification through exchange-traded funds, and portfolios aligned with clients’ needs and risk levels. For retirees, the firm also considers market-return timing risks and tax-aware withdrawal strategies.

Beyond investment management, Harvard Avenue offers a broad range of financial planning support. Services include retirement projections and planning, guidance on 401(k) investments, insurance planning for life coverage, workplace benefits and Medicare, and estate planning for wills and trusts. The firm also provides tax-planning assistance, including tax-loss harvesting and Roth conversions, and advises on charitable giving through donor funds, IRA distributions and appreciated assets. Families can receive guidance on tax-efficient 529 education savings plans.

Harvard Avenue also highlights financial education as part of its service, aiming to help clients understand their financial decisions and supporting younger family members as they learn about investing and saving.