Kyle Harvey
Financial Advisor
ChFC®
Kyle Harvey is a Chartered Financial Consultant® in Allworth’s Cincinnati, Ohio, office. A proud graduate of Ohio University, Kyle earned his bachelor’s degree in business administration-finance with a concentration in financial planning, graduating magna cum laude. He’s known for his thoughtful, down-to-earth approach and his commitment to helping individuals and families make confident, informed decisions about their financial future.
A native of Mason, Ohio, Kyle stays active in his local church and enjoys spending time outdoors—whether it’s camping, hiking, fishing, or playing volleyball or a round of golf. He and his wife love to travel and recently welcomed a golden retriever puppy into their family.
Life brings enough stress on its own. That’s why one of my primary goals is to help lift the burden of financial worry. If I can help my clients feel more confident—or even just more at ease—about their financial situation, that’s a meaningful win.
To make that possible, I approach each meeting as a chance to review and refine their plan, ensuring my recommendations reflect what matters most to them. I take the time to understand their goals, values, and what success truly looks like in their lives.
Delivering that level of care takes more than just good planning. It takes clear communication and consistent follow-through. My clients know what to expect and when to expect it. I’m upfront, respectful, and committed to doing my due diligence—because their time and trust matter. Above all, I strive to be a steady, reliable presence they can count on as they move toward their goals.
At the heart of my approach is a genuine appreciation for building long-term relationships. I find it incredibly rewarding to walk alongside my clients through each phase of their financial journey—from early planning, through retirement, and into the years that follow.
I especially enjoy learning what matters most to them, not just financially, but personally. Whether it’s talking about goals, hobbies, or what brings them joy, those conversations help me offer guidance that truly fits their needs. Being part of my clients’ lives over time is a responsibility I deeply value.
Being part of my clients’ lives, both financially and personally, and watching their progress unfold year after year is what makes this work so meaningful.
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