Aaron Harkavy

Aaron Harkavy, CFP®, is a dedicated financial advisor committed to helping individuals, families, and business owners build confidence in their financial future. Since starting his practice in 1989, Aaron has built his career on trust, transparency, and long-term client relationships, helping clients navigate financial decisions with clarity and confidence through changing markets and life stages.

 

With a client-focused approach grounded in personalized planning, Aaron works closely with clients to create tailored financial strategies aligned with their long-term goals. As a Certified Financial Planner™ professional, he specializes in retirement planning, investment management, wealth preservation, and legacy planning, always emphasizing thoughtful guidance and disciplined decision-making.

Aaron earned a Bachelor of Science degree in Economics from University of Wisconsin–Madison, where he developed the analytical foundation and relationship-driven mindset that continue to shape his professional approach today.

 

Clients value Aaron’s ability to simplify complex financial matters while providing steady, personalized advice designed to support both short-term priorities and long-term success. Whether working with professionals preparing for retirement, families planning for future generations, or business owners navigating growth and succession planning, Aaron is committed to helping clients make informed financial decisions with confidence.

 

Outside of his professional work, Aaron values community involvement, lifelong learning, and spending time with family and friends.

Connect with Aaron to begin building a financial strategy designed around your future.