Robert Abbott

ChFC®, CLU®, MSFS

Harvest Capital Advisors, Inc.

Financial Advisor

Robert Abbott

ChFC®, CLU®, MSFS

Harvest Capital Advisors, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Abbott, ChFC®, CLU®, MSFS

425-827-6236

Fee-Only financial planner located in Bellevue, WA, serving clients locally and across the country

Robert Abbott is a Bellevue, WA fee-only financial planner. Harvest Capital Advisors, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Abbott is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Robert Abbott is the founding principal of Harvest Capital Advisors with 30-plus years of investment management, retirement, business, and estate planning experience. Rob's interests and areas of responsibilities are primarily managing our investment group, organizing research and asset selection as well as developing and reviewing client portfolios.

Client Focus: Service, first, last and always. There must be a sincere desire to do this job and let the pay take care of itself. We must believe in it, and it must be a consistent and continuing operating principle, day in, day out... year in, year out."

Robert Abbott is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

A team you can trust...

With Harvest Capital Advisors, you are working with a team, where trust, integrity and honesty serve at the core of what we do. We want our clients to rest assured that the financial and investment strategies behind their assets are targeted to help grow their wealth.

Here is what our clients want:

1. Fully understand my situation.

2. Educate me on financial options and strategies.

3. Respect my assets.

4. Help me in solving problems.

5. Monitor my progress.

6. Keep in touch with me, so I have the information I need.

With Harvest Capital Advisors as a partner in helping you to achieve your goals, you have a team who is listening.

The Harvest Capital Advisors Commitment

Harvest Capital Advisors commitment to you, and your financial future, goes well beyond simply managing assets - we want you to realize a level of care that is truly extraordinary...

We want you to have thorough counseling throughout the design, implementation and management of the most effective solutions to achieve your financial objectives.

We want to help provide and explain the range of strategies available to you.

We want to be an advocate, who coordinates with your other professionals, to create and carry out cost-effective solutions in a timely and stimulating manner.

We want to help you understand complicated tax and legal strategies, investment theory and practices and determining product quality.

We want you to have the peace of mind that comes from receiving prompt and accurate service from a team of highly skilled and knowledgeable financial service professionals.

Our commitment is to help you enjoy the very process of growing and harvesting your life's work.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Robert Abbott is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • ChFC - Chartered Financial Consultant
    Robert Abbott is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • CLU - Chartered Life Underwriter
    Robert Abbott is a Chartered Life Underwriter® (CLU®)

    A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.

Contact Robert Abbott

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Office Locations:

  • 11000 NE 33rd Place
    Suite 301
    Bellevue, WA 98004

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