Houston-based RIA
recognized as a top financial advisory firm by one of the nation's
most widely-distributed newspaper publishers
HOUSTON, April 26,
2024 /PRNewswire/ -- Oak Harvest Financial Group
(OHFG), a Houston-based Registered
Investment Advisory (RIA) firm, is today honored to announce that
they have been awarded recognition by USA TODAY, named to their Best Financial
Advisory Firms 2024 list. The publisher states that inclusion on
their 2024 list recognizes OHFG's reputation as a firm that is
respected among peers and valued by clients.
According to USA TODAY,
the prestigious Best Financial Advisory Firms
2024 award is bestowed on top registered investment
advisory (RIA) firms in the United
States based on two key criteria:
- Recommendations from individuals from among 25,000 financial
advisors, clients and industry experts
- Development of Assets Under Management (AUM) over 12 months and
5-years, respectively
Oak Harvest Financial Group was established in 2010 by
Troy Sharpe, CFP®, CPWA®, CTS®,
founder and CEO, and Jessica
Cannella, co-founder and president.
OHFG's holistic approach serves the financial needs of their
clients, providing customized plans designed to reduce risk,
increase income and help clients pay less tax.
Their model combines institutional-grade investment management
experience with detailed financial, tax and retirement
planning. Their proprietary Retirement Success Plan (RSP) is a core
component of their retirement planning offering.
The firm has been previously recognized for their outstanding
service:
- Inc. 5000: 2020 and 2021 – Among Fastest Growing Private
Companies in America
- RIA Edge: 2021 – One of the Fastest Growing RIA firms In
Texas
- Citywire: 2020 and 2021 – Fastest Growing Registered
Investment Advisor in Texas
Troy Sharpe was also recognized
by Investopedia in 2023 as an Investopedia 100 Top Financial
Advisor.
"Oak Harvest Financial Group is incredibly grateful to be
recognized as one of the Best Financial Advisory Firms in 2024 by
USA TODAY. This achievement is a
testament to the dedication, expertise and commitment to excellence
routinely exhibited by our entire team," offers Co-Founders Troy
Sharpe & Jessica Cannella. "This
award motivates us to continue shaping the industry, focused on
driving positive change and empowering individuals to attain
financial prosperity in retirement. Thank you for this
recognition."
You can learn more about Oak Harvest Financial Group and their
unique approach to holistic retirement planning and investment
advisory services by visiting the Knowledge Center at
oakharvestfg.com. While there, feel free to take advantage of their
extensive resource library of articles, videos, educational and
live-steam events on financial planning, investments and other
important financial issues.
For questions or to schedule a free consultation, visit the
website or call (281) 800-9127.
About Oak Harvest Financial Group:
Oak Harvest Financial Group is a Houston-based financial advisory firm that
specializes in providing full-service retirement planning and
investment management services throughout the U.S. Our team of
certified retirement planners and financial advisors utilize a
holistic approach employing proprietary strategies and plans that
are custom-designed to reduce risk, increase income and help you
pay less tax.
Media Contact:
Corinne Chase
Marketing Specialist
376824@email4pr.com
2818221350
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SOURCE Oak Harvest Financial Group