Oak Harvest Financial Group – Market Research Report

Overview

Oak Harvest Financial Group is a highly reputable independent financial advisory firm based in Houston, Texas. The company primarily services pre-retirement and retired individuals through investment and insurance services. The firm is a Registered Investment Advisor (RIA), offering bespoke financial planning and investment management solutions to its clientele. Oak Harvest's mission revolves around helping clients realize their retirement goals through comprehensive and transparent financial strategies.

Website: [Oak Harvest Financial Group](https://oakharvestfg.com/)

YouTube Channel: [Oak Harvest Financial Group - YouTube](https://www.youtube.com/c/OakHarvestFinancialGroup)

LinkedIn: [Oak Harvest Financial Group - LinkedIn](https://www.linkedin.com/company/oak-harvest-financial-group)

Address: 920 Memorial City Way, Ste. 150, Houston, TX 77024

Phone: (281) 822-1350

Key Personnel

Troy Sharpe, CFP®, CPWA®, CTS®

Title: Founder and CEO

LinkedIn: [Troy Sharpe](https://www.linkedin.com/in/oakharvestfinancialgroup)

Background: Established Oak Harvest Financial Group in 2010. Sharpe is responsible for the overarching vision and execution of services offered at Oak Harvest. He holds several financial designations, including Certified Financial Planner™ (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Tax Specialist® (CTS®).

Notable Achievements: Creator of Oak Harvest's proprietary Retirement Process™ & planning process. Recognized by USA Today’s list of top financial advisors and Investopedia's Top 100 Financial Advisors.

Jessica Cannella

Title: Co-Founder and President

LinkedIn: [Jessica Cannella](https://www.linkedin.com/in/jessicamcannella)

Background: With over 15 years in the financial services industry, Cannella co-founded Oak Harvest alongside Troy Sharpe. She champions the mission to educate, inspire, and financially prepare clients, particularly couples, for retirement.

Notable Roles: Actively involved in guiding the firm's strategic direction and public engagements.

Chris Perras, CFA

Title: Chief Investment Officer (CIO)

LinkedIn: [Chris Perras](https://www.linkedin.com/in/chris-perras-cfa-7b119612)

Background: Perras holds over 25 years of investment management experience in both public and private sectors. As CIO, he serves as the lead investment strategist and director of research, developing Oak Harvest's core market outlook.

Notable Achievements: Regularly hosts Oak Harvest's market analysis podcasts and contributes to the firm's investment strategies.

Nicole M. Riney

Title: Vice President, Financial Planner

LinkedIn: [Nicole Riney](https://www.linkedin.com/in/nicole-riney-cfp%C2%AE-127b462)

Background: Riney is a Certified Financial Planner™ with over a decade of experience specializing in government pensions and retirement planning. She is dedicated to ensuring clients achieve their retirement goals through detailed financial planning.

Notable Roles: Key contributor to financial planning sessions and educational events facilitated by Oak Harvest.

Services and Specializations

Oak Harvest Financial Group offers a comprehensive suite of financial services aimed at ensuring clients' financial success before and during retirement. Services include but are not limited to:

Investment Management: Offering tailored investment strategies to meet individual financial goals.

Insurance Services: Providing various insurance solutions to protect clients' financial well-being.

Retirement Planning: Developing and implementing strategies to help clients achieve a secure and comfortable retirement.

Transparent Fees: Maintaining a transparent fee structure to build trust and clarity with clients.

Tax Strategies: Integration of tax strategies into financial planning to minimize liabilities.

Legacy Planning: Services geared towards ensuring clients' financial legacies are preserved and maximized.

Key Metrics

Annual Revenue: $8.1 million

Employee Count: 48 employees

Employee Growth: 14% increase over the last year

Revenue per Employee: Approximately $168,000

Online Presence and Resources

Oak Harvest maintains a strong online presence with multiple resources available for clients and prospective clients:

YouTube Channel: Featuring regular updates and educational content on financial topics ([Oak Harvest Financial Group - YouTube](https://www.youtube.com/c/OakHarvestFinancialGroup)).

Retirement Videos: Insightful content aimed at educating viewers on retirement planning.

Retirement Savings Calculator: An online tool to help clients estimate their retirement savings needs.

Team Profiles: Detailed profiles of the firm's key personnel can be found on their website.

Competitive Landscape

Top Competitors

1. Investment Professionals, Inc.

Annual Revenue: $34.9 million

Employee Count: 151

2. Triumph Business Capital

Annual Revenue: $86.6 million

Employee Count: 330

3. Level Four Advisory Services

Annual Revenue: $4.1 million

Employee Count: 28

Industry Rankings and Recognition

USA Today recognized Oak Harvest Financial Group as one of the top financial advisory firms in 2024.

Investopedia included Troy Sharpe in its Top 100 Financial Advisors list for 2023, highlighting his contributions to financial literacy and advisory services.

Market Positioning

Oak Harvest Financial Group stands out in the financial advisory market through its comprehensive, client-tailored services and strong emphasis on retirement planning and wealth management. The firm's recognition by reputable outlets and consistent focus on risk reduction and income generation make it a formidable competitor in the Houston area.