A complete list of active advisors currently associated with Harbor Wealth Management, LLC
Warmer can help you find a great advisor at Harbor Wealth Management, LLC or one who fits your needs even better.
Harbor Wealth Management provides investment management and financial planning to individuals, high‑net‑worth clients, trusts, retirement plans, and other entities. The firm offers discretionary portfolio management, goal‑based and comprehensive financial planning, and services that can include tax preparation and estate planning, managing roughly $410 million for about 370 client relationships through a five‑person adviser team. Investment decisions are driven by asset‑allocation models grounded in modern portfolio theory, with portfolios built from individual securities, mutual funds, ETFs, and third‑party sub‑advisers; HWM monitors accounts, rebalances as appropriate, and may use quantitative and computer‑based analyses and third‑party software in its process. The firm also offers access to managed strategies through a sub‑advisory relationship with Carson Wealth Management and can receive discretionary trading authority when clients provide limited power of attorney. HWM’s regulatory and business relationships differ from many peers: the firm describes itself as fee‑only but several advisory professionals are registered representatives of APW Capital, Inc. and may receive commissions for certain securities or insurance sales, some managers are licensed insurance agents, and two principals provide accounting and tax services in their CPA capacity. HWM’s agreement with Carson Wealth includes minimum fee provisions that the brochure notes can create an economic incentive to recommend that platform, which creates potential conflicts of interest clients should review.
To learn more about the advisors currently working at Harbor Wealth Management, 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.
Name |
Location |
Years of experience |
|---|
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")