A complete list of active advisors currently associated with Harbor Hills Financial Advisors

Warmer can help you find a great advisor at Harbor Hills Financial Advisors or one who fits your needs even better.

Harbor Hills provides advisory services primarily to individual and high‑net‑worth clients through ongoing portfolio management and financial planning. The firm creates individualized Investment Policy Statements, offers tailored allocation recommendations, and performs regular portfolio monitoring and reporting. Investment decisions are guided by fundamental analysis and may include long‑term and short‑term trading, model allocations, and the use of margin; recommended instruments include mutual funds, equities, fixed income, real estate funds, commodities, annuities, and ETFs (including precious metals ETFs). Harbor Hills generally seeks discretionary trading authority, documents client risk tolerances, and conducts at least quarterly account reviews. What is most notable relative to peers is that Harbor Hills charges performance‑based fees for qualified clients in addition to asset‑based fees, and it discloses controls intended to address the conflicts that can arise from side‑by‑side management. The firm also requires clients to use a specific custodian (Charles Schwab Advisor Services), may receive related research and services from that custodian, and recently transitioned to SEC registration while operating with a small advisory team.

To learn more about the advisors currently working at Harbor Hills Financial Advisors, 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.