Harvest Investment Solutions is rooted in trust and the personal relationships with the community members of Lynchburg, TN. Our success is not measured in numbers alone, but by helping you achieve your financial goals to help you live the life you have always dreamed of.
My name is Jon Robertson. I believe in building personal relationships, not just wealth, with my clients. I strive to be trustworthy, knowledgeable and to always do the right thing with my client’s needs and goals as the number one priority.
I founded Harvest Investment Solutions in 2017 after 20 years of experience in the banking industry and 10 years of experience providing investment advice. My wife and I were raised in Lynchburg, returning to an area we call home in 2017. Our long-time ties to the community we call home provides me with a heightened sense of responsibility to take care of our family and friends through sound financial planning.
We live in a dynamic world with ever-changing market conditions. Developing long-term financial security takes time, knowledge, and planning throughout the course of a lifetime. Harvest Investment Solutions is here to help you navigate the difficult path to financial security.
Life is about our relationships, not accumulation of wealth. Having a trustworthy financial planner to help you manage your wealth provides the freedom you need to focus on your relationships and the things in life that matter the most.
Success isn’t measured in numbers alone. Doing the right thing by our clients is our foremost goal and mission because you are more than clients, you are our friends and family in the community that we love.
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I AM INDEPENDENT. I CHOSE CAMBRIDGE.
I am independent, not an employee of a financial services firm. I am an independent business owner, and I have the freedom to choose with whom I do business. I am registered with Cambridge Investment Research Advisors, Inc. (Cambridge), a large corporate Registered Investment Advisor (RIA).
Cambridge is committed to providing resources and support that help me serve your complex needs, including a vast menu of compliance-friendly programs, products, and services. With the support of Cambridge, I am free to focus on what is best for you and your financial goals without influence from the pressures of sales quotas or corporate interests.