A complete list of active advisors currently associated with Harbor Light Planning

Warmer can help you find a great advisor at Harbor Light Planning or one who fits your needs even better.

Harbor Light Planning is a fee-only, holistic financial and life planning firm that serves individual clients and families with an emphasis on tax-focused planning and ongoing advisory relationships under a retainer-style engagement model. The firm’s services include comprehensive financial planning, project-based engagements, investment management, and preparation of individual income tax returns. The firm’s investment advice is tax-aware and tailored to client-specific factors such as tax situation, risk tolerance, time horizon and liquidity needs; its stated typical holdings include low-cost ETFs, U.S. government bonds, money market instruments and certificates of deposit. Where authorized, the firm accepts discretionary trading authority for client accounts, and it provides only advisory recommendations for “held away” retirement plan or annuity accounts where it lacks trading authority. Noteworthy aspects of the firm include the integration of individual tax preparation and amended-return work with advisory services, membership in the Alliance of Comprehensive Planners and NAPFA, and a recent application for SEC registration. The brochure also discloses that the firm does not accept commissions or referral fees and does not vote client proxies, and it reports approximately $111.1 million in assets under management across 72 clients, indicating relatively concentrated assets per client compared with many peers.

To learn more about the advisors currently working at Harbor Light Planning, 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.