A complete list of active advisors currently associated with Black Harbor Financial
Warmer can help you find a great advisor at Black Harbor Financial or one who fits your needs even better.
Black Harbor Financial provides customized financial planning, discretionary asset management, and pension plan advisory services to individual clients and to small-business retirement plans. The firm’s services cover retirement and estate planning, investment management and consultation, and it serves as a Section 3(21) co-fiduciary for 401(k) plans. The firm manages client assets according to a written investment policy statement emphasizing asset allocation and diversification, often using low-cost index funds, mutual funds, and ETFs and employing rebalancing and tax-loss harvesting when appropriate. Financial planning engagements begin with an initial consultation and may be delivered as comprehensive plans, limited-scope consultations, or periodic plan reviews, while managed accounts are reviewed quarterly. A distinctive feature is that the firm’s principal is both a CFP professional and a practicing attorney who operates a separate law practice focused on estate and business matters; clients are informed that legal work requires a separate engagement and that a conflict may exist if legal services are recommended. It is also uncommon for a single-advisor firm of this scale to offer pension consulting and to act in an ERISA 3(21) co-fiduciary role for plan clients.
To learn more about the advisors currently working at Black Harbor Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Boothbay Harbor, ME
| 8
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")