Oak Harvest Financial Group Surpasses $1 Billion in Assets Under Management, A Milestone Anchored in Purpose, Trust, & Client-First Values

HOUSTON, Sept. 29, 2025 /PRNewswire/ -- Oak Harvest Financial Group (OHFG), a Houston-based Registered Investment Advisory (RIA) firm, has announced it has surpassed $1 billion in assets under management (AUM). More than just a financial benchmark, this achievement reflects Oak Harvest's founding mission: to deliver clarity, integrity, and care to individuals and families navigating their financial journeys.

"What matters isn't how fast we grow, it's how well we help people understand their choices, plan for what they care about, and move forward with confidence," said Jessica Cannella, Co-Founder of Oak Harvest Financial Group. "Hitting the $1B AUM mark reminds us of where we started and the promise we've made to always put our clients' goals first."

From its early days, Oak Harvest's core mission is to address real concerns people have around retirement savings, tax burdens, and preservation of hard-earned assets. Founders Troy Sharpe and Jessica Cannella established the firm not only to manage investments, but to help demystify finances, create strategies that align with individual plans, and partner with clients over the long term.

"Our clients' success is measured by their ability to pursue the life goals most important to them, from retirement security to family legacy planning," added Troy Sharpe, Co-Founder. "Reaching $1 billion AUM is humbling. It validates the choices we've made about transparency, customized planning, and building relationships. And it locks in what we believe: growth is meaningful only if purpose drives it."

About Oak Harvest Financial Group

Houston-based Oak Harvest Financial Group specializes in full-service retirement planning and investment management, serving clients nationwide. Oak Harvest uses in-house developed planning frameworks to help clients align financial strategies with their goals. The OHFG team of certified financial and retirement planners develops strategies that seek to manage risk, create sustainable income plans, and explore opportunities for tax efficiency, all with the goal of empowering clients with clarity and confidence in their financial futures.

Media Contact

Corinne Chase
Marketing Specialist
Oak Harvest Financial Group
[email protected]
(281) 822-1350

SOURCE Oak Harvest Financial Group