A complete list of active advisors currently associated with Harbor Horizon Financial, LLC

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

Harbor Horizon Financial is a fee‑only, registered investment adviser that provides discretionary portfolio management, comprehensive financial planning (both ongoing and project‑based), and retirement plan consulting for employer sponsors. The firm also offers educational seminars on investments and personal finance and may incorporate commission‑free annuity products accessed through third‑party platforms as part of client plans. The firm constructs portfolios using asset‑allocation principles and a mix of passive and active strategies, tailoring recommendations to each client’s risk tolerance, time horizon, and tax considerations and implementing trades on a discretionary basis subject to any client‑imposed restrictions. It operates without commission‑based compensation, may include certain annuity assets in its advisory calculations while not receiving insurance commissions, and coordinates third‑party tax preparation services for some ongoing planning clients. Compared with similarly sized independent advisers, the firm is notable for its principal’s active insurance licensure while maintaining a fee‑only model and for routinely presenting educational workshops—features the brochure highlights as uncommon among peers. The firm is newly established and manages a small number of client relationships and assets, yet uses third‑party annuity platforms and targeted tax‑preparation coordination to broaden planning options despite its solo‑advisor structure.

To learn more about the advisors currently working at Harbor Horizon Financial, LLC, 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.