Oak Harvest Financial Group Achieves $1 Billion in Assets Management, A Testament to Client-Centered Values
On September 29, 2025, Oak Harvest Financial Group (OHFG), an investment advisory firm based in Houston, declared a significant financial milestone by surpassing $1 billion in assets under management (AUM). This achievement not only signifies a remarkable growth in financial stature but also reflects the firm's foundational commitment to purpose, trust, and prioritizing the needs of its clients.
Co-founder and managing partner Jessica Cannella emphasized that the firm’s priority is not merely growth but the quality of the financial guidance they provide. She stated, "What matters isn't how fast we grow, it’s how well we help people understand their choices, plan for what they care about, and move forward with confidence." This mantra underpins their strategy, focusing on supporting clients’ financial journeys by demystifying complex financial concepts and fostering a transparent decision-making process.
Oak Harvest was established to address the myriad financial concerns individuals face, especially regarding retirement planning, tax implications, and safeguarding hard-earned assets. Since its inception, co-founders Troy Sharpe and Jessica Cannella designed the firm to offer not only investment management services but also personalized financial strategies tailored to clients' specific situations. They emphasized a holistic approach that considers each client’s unique goals.
In his remarks, co-founder Troy Sharpe reflected on the significance of reaching the $1 billion AUM mark. He mentioned, "This milestone is a testament to the choices we've made about transparency, customized planning, and building lasting relationships. It reminds us that growth holds genuine meaning only when it is purpose-driven and aligns with our clients' aspirations."
The team at Oak Harvest is comprised of certified financial planners dedicated to providing comprehensive retirement planning and investment management services across the nation. Their innovative, in-house frameworks ensure that clients’ financial strategies are closely aligned with their personal aspirations. By creating bespoke strategies, the firm actively seeks to manage risks, enhance income sustainability, and discover tax efficiencies, all aimed at empowering clients to navigate their financial futures with clarity and confidence.
The recent financial growth indicates not only a robust performance from a business perspective but also an increasing trust from clients in OHFG’s ability to manage their investments while prioritizing their individual goals. The milestone achieved is a reflection of collective efforts to bring clarity and confidence to clients as they plan for retirement and other life transitions.
As they celebrate this momentous occasion, Oak Harvest Financial Group continues to reaffirm their dedication to guiding clients through the complexities of finance with integrity and a steadfast commitment to their needs. Their journey from a fledgling advisory firm to reaching over $1 billion in AUM serves as an inspiring example of what can be achieved through a client-first approach and a steadfast commitment to financial education.
Co-founder and managing partner Jessica Cannella emphasized that the firm’s priority is not merely growth but the quality of the financial guidance they provide. She stated, "What matters isn't how fast we grow, it’s how well we help people understand their choices, plan for what they care about, and move forward with confidence." This mantra underpins their strategy, focusing on supporting clients’ financial journeys by demystifying complex financial concepts and fostering a transparent decision-making process.
Oak Harvest was established to address the myriad financial concerns individuals face, especially regarding retirement planning, tax implications, and safeguarding hard-earned assets. Since its inception, co-founders Troy Sharpe and Jessica Cannella designed the firm to offer not only investment management services but also personalized financial strategies tailored to clients' specific situations. They emphasized a holistic approach that considers each client’s unique goals.
In his remarks, co-founder Troy Sharpe reflected on the significance of reaching the $1 billion AUM mark. He mentioned, "This milestone is a testament to the choices we've made about transparency, customized planning, and building lasting relationships. It reminds us that growth holds genuine meaning only when it is purpose-driven and aligns with our clients' aspirations."
The team at Oak Harvest is comprised of certified financial planners dedicated to providing comprehensive retirement planning and investment management services across the nation. Their innovative, in-house frameworks ensure that clients’ financial strategies are closely aligned with their personal aspirations. By creating bespoke strategies, the firm actively seeks to manage risks, enhance income sustainability, and discover tax efficiencies, all aimed at empowering clients to navigate their financial futures with clarity and confidence.
The recent financial growth indicates not only a robust performance from a business perspective but also an increasing trust from clients in OHFG’s ability to manage their investments while prioritizing their individual goals. The milestone achieved is a reflection of collective efforts to bring clarity and confidence to clients as they plan for retirement and other life transitions.
As they celebrate this momentous occasion, Oak Harvest Financial Group continues to reaffirm their dedication to guiding clients through the complexities of finance with integrity and a steadfast commitment to their needs. Their journey from a fledgling advisory firm to reaching over $1 billion in AUM serves as an inspiring example of what can be achieved through a client-first approach and a steadfast commitment to financial education.
Topics Financial Services & Investing）
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