Tom Harnish has built a successful business around service, integrity, and meaningful client relationships. An exceptional listener, he focuses on understanding clients’ goals and dreams, then creating a plan to pursue the financial future they want and deserve. Whether addressing short-term goals, like buying a vacation home or funding education accounts, or long-term plans, like maintaining an accustomed lifestyle in retirement and leaving a financial legacy to family, Tom enjoys the process of assisting clients and developing close relationships built on trust, longevity, and loyalty.
With a unique niche and long experience serving university clients, Tom and the Provision Team maintain a proactive approach to service, advising clients and collaborating with a team of specialists to provide exceptional service and value.
Tom started in the financial services industry in 1999, working with his father-in-law, eventually branching out on his own and working as a planner and investment advisor. Tom co-founded Evergreen Strategic Partners to have more control over the quality of service and the experience he could provide his valued clients. Provision Wealth Planning is a further step in that direction, pairing the same commitment to personalized service with a renewed and enhanced focus on in-plan services and support for university faculty and professionals.
When not in the office, you’ll find Tom in the kitchen baking and cooking, or on the winding highways enjoying a family road trip. He values time outdoors, camping and 4-wheeling with his wife or sitting around the campfire sharing s’mores with his family.
