Financial Planning

Guidance on Retirement, College, Insurance, Debt, and Budgeting - designed specifically around your goals.

Portfolio Management

Our in-house investment strategies can be customized according your family's specific needs.

BENEFITS

Why Infresh?

Standard of Excellence

We put the interests of our clients first in every situation.

Top-Notch Technology

Our clients are given access to a tech suite that helps simplify this normally complicated subject.

No Minimums

We believe good financial advice should be available to everyone - not just the wealthy.

Who We Are

Meet Jamie Harpst

Armed with nothing but an idea and a computer, Jamie started Infresh in 2011 when he was just 23 years old with no clients. Today the company serves nearly 100 families and manages more than $20 Million.

As the firm’s Chief Investment Officer, Jamie’s primary responsibility is to look for investment ideas and manage client portfolios. Most days you’ll find him studying a newly released research report or listening to a podcast.

Jamie is also the Senior Advisor and works directly with clients to design and execute their financial plans and investment strategies. 

SOLUTIONS

Proven Strategy

We believe the best way to build wealth is by investing in great businesses. When you buy a share of stock, you become an owner of that business and the success of the business will have a direct impact on your investment returns.

Since starting my investment journey in 2011, I have learned that every company we invest in will either be a terrible business, a tolerable business, or a terrific business. My goal is to identify terrific businesses and invest in them when they can be purchased at a reasonable price.

Ready to get started?

Reach out for a free consultation and get your financial journey moving today!

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