About Company

Oak Harvest Financial Group is a Houston-based Registered Investment Advisor and financial planning firm dedicated to helping clients create secure and fulfilling retirements. The company specializes in retirement income planning, investment management, tax-efficient strategies, Roth IRA conversions, Social Security optimization, and estate planning. Oak Harvest follows a client-first approach known as the Oak Harvest Way, which emphasizes transparency, fiduciary responsibility, and tailored strategies that align with individual goals and values. Under the leadership of CEO Troy Sharpe, who developed the Retirement Success Plan™, the firm integrates financial planning with cutting-edge investment management and research to deliver comprehensive solutions for retirees and pre-retirees. Oak Harvest also provides educational resources through retirement videos, seminars, and planning tools to empower clients with knowledge and confidence in their financial future

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