Pyle Financial Services

What Pyle Financial Services does

Pyle Financial Services is an SEC-registered financial planning firm operating as a dba of Harvest Investment Services, LLC, headquartered at 4605 Oleander Drive, Suite 300 in Myrtle Beach, SC. The firm serves approximately 250 families across 44 states, with a target client base spanning high-net-worth individuals and families, business owners, retirees and pre-retirees, multi-generational families, and Millennials and Gen Z. Advisory services are delivered remotely via Zoom from a team of approximately 17 individuals including founder and CEO Dr. R. Scott Pyle, supported by a C-suite covering investment, marketing, operations, and strategy functions.

The firm's service platform is organized around four pillars: Platform Services (consulting and speaker engagements), Advanced Planning (tax planning, generational wealth transfer, business valuation, exit strategy, executive benefits, and leverage strategies), and Family Office Services (strategic wealth management, family dynamics and leadership consulting, CFO services, and lifestyle services). Underlying the practice is the proprietary trademarked KeepMore methodology — KeepMore, LiveMore, LoveMore, LeaveMore — combined with values-based and faith-based investing positioning. The technology stack integrates third-party AI-powered tools including PreciseFP for client data gathering and KYC compliance, Jump AI Notetaker for meeting transcription, DialPad for AI communications, Vanilla for document visualization, and ChatGPT and Grok for financial projections and market analysis, alongside eMoney for client-facing planning and Charles Schwab as custodian.

Revenue is generated through fee-based advisory arrangements routed through the Harvest Investment Services RIA, supplemented by professional services fees from consulting and speaker engagements. The go-to-market motion is sales-led via direct consultations, with structured contact-form segmentation by client type (business owner, retiree, pre-retiree, new to area) and topic of interest. Distribution combines remote Zoom-based advisory delivery nationwide with in-person consultations at the Myrtle Beach headquarters, where a new building is under construction to expand operational capacity. Marketing relies on monthly email newsletters, a categorized blog aligned with the KeepMore methodology, speaker engagements, and referral tracking across Facebook and LinkedIn.

Name

Pyle Financial Services

Legal name

Harvest Investment Services, LLC

Website

https://pylefinancialservices.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Pyle Financial Services is an SEC-registered financial planning firm (dba of Harvest Investment Services, LLC) serving 250+ families across 44 states with wealth management, advanced planning, and family office services anchored in its proprietary KeepMore methodology.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAA

Comprehensive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAAACAB

Financial Planning–Led RIAs

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAAADAC

Family Office Advisory & Outsourced CIO (OCIO)

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

Keywords

• Financial planning services
• Wealth management advisory
• Retirement planning services
• Estate planning services
• Family office services

Headquarters

HQ city

Myrtle Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Investment Advisory Services: Financial planning and investment advisory services offered through Harvest Investment Services, LLC, an SEC Registered Investment Advisor. Services include comprehensive wealth management, tax planning, estate planning, retirement planning, and family office services for individuals, families, and businesses.
2. Consulting Services: Advisory consulting services targeting millennials and Gen Z on financial planning topics, providing guidance on wealth management, investing, and financial journey planning.
3. Speaker Services: Scott Pyle available for speaking engagements at events covering topics from ministry to investing, with content designed to incentivize and inspire audiences.
4. Family Office Services: Comprehensive family office services for high-net-worth families including wealth management, legacy planning, CFO services, and lifestyle management.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Pyle Financial Services is a financial planning firm that delivers comprehensive wealth management, retirement planning, tax planning, estate planning, and family office services to individuals, families, and business owners. The firm operates through its proprietary KeepMore methodology (KeepMore, LiveMore, LoveMore, LeaveMore) and offers platform services, advanced planning, and family office engagements delivered by CFP-credentialed advisors supported by AI-enabled planning tools.

Product overview

Pyle Financial Services is a financial planning firm offering a holistic suite of services centered on their proprietary KeepMore Roadmap methodology. The core offerings include Consulting Services, Speaker Services, Advanced Planning, and Family Office Services. Advanced Planning encompasses Tax Planning, Generational Wealth Transfer, Business Valuation, Exit Strategy Planning, Executive Benefits, and Leverage Strategies. Family Office Services include Strategic Wealth Management, Family Dynamics & Leadership Consulting, CFO Services, and Lifestyle Services. The firm leverages technology platforms including Precise FP for data gathering, eMoney for comprehensive planning, Asset Map for visual reporting, and Schwab Alliance for account management, enabling them to serve over 250 families across 44 states.

Differentiator

Problem solved

Functional benefit

Brands

• KeepMore: Proprietary financial planning process designed to help families KeepMore of their wealth, LiveMore through tax-efficient income, LoveMore through charitable giving, and LeaveMore for future generations.

Products and services

• Consulting Services

Quantifiable outcome

• Zoom platform enables serving 250+ families across 44 states efficiently

Named customers1 record

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability6 records

Feature8 records

Partnerships

Eleven partnerships are on record, tiered core and minor.

• Harvest Investment Services, LLCcoreOthersParent company and SEC Registered Investment Advisor through which Pyle Financial Services offers advisory services. Pyle operates as dba Pyle Financial Services under Harvest's RIA registration.
• Advanced Strategies GroupminorStrategic or Co-development PartnerStrategic partner providing specialized financial planning expertise and services integrated into Pyle Financial's advanced planning offerings.
• Marshall StevensminorStrategic or Co-development PartnerStrategic partner contributing specialized expertise to Pyle Financial's comprehensive financial planning services.
• McHenry AdvisersminorStrategic or Co-development PartnerStrategic partner providing financial planning expertise and services as part of Pyle Financial's strategic partner network.
• PinnacleminorStrategic or Co-development PartnerStrategic partner contributing expertise to Pyle Financial's comprehensive wealth management approach.
• WIPFLIminorStrategic or Co-development PartnerStrategic partner providing specialized financial services and expertise as part of Pyle Financial's partner ecosystem.
• The Legacy Group (TLG)minorStrategic or Co-development PartnerStrategic partner focused on legacy planning and generational wealth transfer services integrated into Pyle Financial's family office offerings.
• Charles SchwabcoreTechnology or IntegrationPrimary custodian for client assets providing institutional-quality trading, custody, and reporting services. Schwab Alliance platform provides clients with secure online and mobile access to accounts, statement review, and transaction approvals.
• eMoneycoreTechnology or IntegrationComprehensive financial planning software platform providing Pyle Financial clients with secure real-time portal access, goal tracking, budgeting, document storage, and account connectivity.
• PreciseFPcoreTechnology or IntegrationAI-powered data gathering and client onboarding software that automates data collection, risk assessments, and compliance workflows, enabling efficient client engagement.
• ZoomcoreTechnology or IntegrationVideo conferencing platform enabling Pyle Financial to conduct remote client consultations and serve families across 44 states nationwide.

Scale indicators3 records

Recent moves7 records

Expansion highlights3 records

Broad incumbents

• Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting financial advisors with planning technology and practice management — similar operational backbone for an advisor-led planning firm.
• Focus Financial Partners: Partnership platform for high-end independent RIAs and wealth management firms, including family office capabilities. Relevant as a potential acquirer of growth-stage advisory firms like Pyle.
• Cetera Financial Group: Large network of independent RIAs and financial advisors offering planning, retirement, and wealth solutions. Comparable RIA-support infrastructure and target client demographic.

Direct peers

• Fisher Investments: Large RIA serving individuals and families with portfolio management and financial planning, using a content- and education-driven marketing approach similar to Pyle's newsletter and speaker strategy.
• Mariner Wealth Advisors: National RIA providing comprehensive financial planning, investment management, and family office services. Comparable in family office depth, multi-state reach, and HNW focus.
• Edelman Financial Engines: National financial planning and investment advisory firm combining advisor-led planning with technology. Comparable in mass-affluent to HNW planning model and use of integrated planning software.
• Carson Group: RIA platform supporting independent advisors with planning technology, coaching, and back-office services. Comparable in serving financial advisors with turnkey planning tools and values-driven practice models.
• Creative Planning: Large independent RIA offering comprehensive financial planning, wealth management, and family office services to individuals and families nationwide. Closely comparable in service breadth, fiduciary model, and target HNW households.

Emerging players

• Facet Wealth: Digital-first financial planning firm offering flat-fee advice to mass-affluent and HNW clients via remote advisors. Comparable in remote-delivery model serving clients across many states, but with a tech-first positioning.
• Range: Modern financial planning platform combining CFP-led advice with digital tools for younger HNW households. Comparable in remote advisory, technology-led planning experience, and outreach to millennials/Gen Z.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Pylewealthmanagement
• LinkedInlinkedin.com/company/pyle-financial-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pyle Financial Services