Serving As Your Financial Guide
To Sow the Seeds of the Harvest You Wish To Reap
Welcome to Harvest Wealth Group
Proudly Serving Individuals & Families in Middle Tennessee
With years of industry experience, we are a firm dedicated to placing your interests first and building long-lasting, genuine relationships along the way. As hardworking individuals ourselves, we connect well with those establishing their wealth and saving for their desired futures.
Partnering together is the first step to helping you work towards the financial freedom you’re seeking. Through financial planning and investment management, we work to guide you through every phase of your financial life.
Our Partnership Begins
With a Dedication To:
Actionable Advice
As CFP® professionals, we are committed to offering objective solutions, backed by experience, clarity and education to help you feel empowered in your own decision making.
True Guidance
As someone diligent about saving, you’re seeking a professional to help you navigate the decisions surrounding your goals and how you can successfully achieve them.
Care & Understanding
We work with many types of clients and proudly service multiple generations of families. Our knowledge of your lifestyle begins with a conversation to ensure we can provide what you need.
Megan Bynum, CFP®
Financial Advisor
Phone: (615) 558-8130
Email: megan@harvestwealthgrp.com
At the young age of 8, Megan began learning the importance of hard work and the value of a dollar. As she worked and saved, she saw how a disciplined approach to savings allowed her to meet her goals. Today, client objectives extend well beyond those of an 8-year-old, but the approach still holds true. Megan uses the same simple strategy with clients as she helps them work toward their specific goals. Megan’s career in financial services began with LPL Financial in 2012 and she went on to join Cambridge Investment Research in 2018. At Cambridge, she serves on the Practice Management Advisory Council, as well as the New Century Council to continue to advance the future of the industry. Furthermore, she has earned the CERTIFIED FINANCIAL PLANNER™ designation and utilizes her experience throughout client interactions.
As a Murfreesboro native, Megan is a 2010 Magna Cum Laude graduate of Middle Tennessee State University. During her tenure at MTSU, Megan earned a Bachelor’s Degree in Finance, as well as a Master’s of Business Administration with a concentration in Finance. She was extremely active both on campus, as well as in the community throughout her college career and remains involved as MTSU alumni, serving on the Advisory Board of the Martin Chair of Insurance. Megan is now a very active and involved citizen of the Murfreesboro business community.
Megan is also an active member of RUTHERFORD Cable, a local women’s business organization that focuses on women’s professional advancement. In 2014, she was awarded the RUTHERFORD Cable Rising Star Award for exemplifying excellent business leadership potential. Additionally, she was nominated for the ATHENA Young Professional Leadership Award® in 2016 & 2018, which recognizes an emerging leader under the age of 40 who shows professional excellence, contributes to the community, and serves as a role model for other women. Megan also proudly serves on the Advisory Board of the Discovery Center and is a Member of Murfreesboro Young Professionals.
In 2016, Megan was invited by Saint Thomas Rutherford to participate in the Commonwealth Society and then to The Murfree Circle in 2017. These programs offer vibrant business professionals a behind-the-scenes look at Saint Thomas Rutherford and its efforts to serve all aspects of the community. Megan is a 2013 graduate of the Rutherford County Chamber of Commerce Leadership Rutherford program. She has also served as a Diplomat with the Rutherford County Chamber of Commerce.
Outside of work, Megan enjoys spending time with family, whether it be on the family farm or visiting Rosemary Beach, Florida. She enjoys staying active while running and has become an avid Peloton rider. Megan is married to Wesley, who is the owner of Bynum CPA, PLLC and together, they have a son, Lawson. They are also active members of New Vision Baptist Church in Murfreesboro.
Our Client-Focused Services
From building a financial plan to managing investments, risk, estate considerations, and taxes, our services are designed to work together to support your goals and help you make informed financial decisions.
Financial Planning
As the foundation of your financial success, planning consists of exploring your goals, dreams and needs, and developing a plan to meet them. Together, we’ll help you understand your financial strengths and weaknesses as we discuss cash flow, portfolio and risk management, estate planning and more.
Portfolio Management
Building a sound investment strategy is key in terms of meeting your financial goals. We’ll collaboratively ensure your risk tolerance is integrated with your overall objectives and that your portfolio aligns with your interests and passions in life.
Risk Management
Working closely with you, we’ll weigh the cost of insurance against the benefit of various risk exposure by developing a risk management strategy you are both comfortable with and understand.
Estate Planning
We’ll help you meet your personal and family needs by reviewing your existing estate documents and agreements. Additionally, we’ll help you create an efficient transfer of wealth and advise you on charitable strategies, as needed.
Tax Planning
Your taxes provide insight into your financial life and with the guidance of your existing professionals, we’ll help you prepare your tax documents and evaluate the impact made on your financial life decisions.
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We Believe Your Success Depends on the Relationship You Have With Your Advisor
Through close collaboration, we’ll work as a team to address your goals and interests. Whether you’re starting out in your career or interested in passing on your wealth to the next generation, we will clarify where you are now and where you want to be.
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