Harbour Wealth Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harbour Wealth Partners provides financial planning, business advisory and Personal CFO services to individuals, families, pension and profit‑sharing plans, trusts, estates and business entities. The firm delivers written plans and consulting tailored to client objectives and allows clients to implement recommendations through the broker/dealer or advisor of their choice rather than providing asset‑based investment management.
The firm’s approach is planning‑centric and long‑term, with emphasis on overall portfolio risk, tax considerations and occasional inclusion of alternative investments, structured products and annuities where appropriate. Advice is delivered on a project or ongoing Personal CFO basis rather than through discretionary portfolio management, and the firm generally does not provide ongoing investment supervisory services unless separately agreed.
Compared with many peers, Harbour Wealth Partners does not offer portfolio management for individual clients and does not charge percentage‑of‑assets fees, reflecting a planning‑only business model focused on non‑high‑net‑worth individuals and other accounts. Its advisors are also registered representatives affiliated with LPL Financial and may recommend and receive commissions on securities and insurance products; the firm disclosed a state regulatory action in 2018 that resulted in a civil monetary penalty.
Client services
Expertise
Fee options
Flat annual fees billed quarterly for Personal CFO Services, fee amount based on scope defined in Engagement Agreement
Commissions received by IA Representatives from securities and insurance sales via LPL Financial and insurance companies
Hourly rates vary by staff: Eric Welch $290/hour; Antenielle Bell $150/hour; Ross Welch $150/hour; Administrative Staff $40/hour
Subscription to Personal Financial Dashboard as part of Personal CFO Services
Minimum fee: Minimum fee $300 for Personal Advisory Services; minimum fee $400 for Business Advisory Services Fee-only: Hourly fees for advisory services; flat annual fees for Personal CFO Services
Main office
9820 Westpoint Drive, Suite 400
Indianapolis IN 46256-3365
Advisors at this office
2
Most active in
Indiana
Also doing business as
Executive Financial Advisors, Inc. · Harbour Wealth Partners, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Eric W
Series 63, Series 65
Indianapolis, IN
Harbour Wealth Partners, Inc.
Eric Welch is a financial advisor with Harbour Wealth Partners, Inc. and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 26 years with LPL Financial and over 30 years with Harbour Wealth Partners. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on a planning-centric, long-term approach, offering advice on a project or ongoing basis without discretionary portfolio management, allowing clients to implement recommendations through their chosen broker or advisor.
Antenielle B
Series 63, Series 66
Indianapolis, IN
Harbour Wealth Partners, Inc.
Antenielle Bell is a financial advisor with Harbour Wealth Partners, Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has worked with Harbour Wealth Partners since 2014 and has been associated with LPL Financial since 2012. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services primarily to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on planning-centric, long-term advice emphasizing portfolio risk, tax considerations, and tailored consulting without offering ongoing portfolio management or charging asset-based fees.
Ross W
Series 66
Indianapolis, IN
Harbour Wealth Partners, Inc.
Ross Welch is a financial advisor with Harbour Wealth Partners, Inc. in Indianapolis, IN. He holds a Series 66 designation and has three years of industry experience, including work at LPL Financial since 2022. Prior to his advisory role, he gained experience at Wheel Fun Rentals, ESG Security, FedEx, and attended Indiana University Bloomington. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services to individuals, families, and business entities. The firm focuses on planning-centric, long-term advice without offering discretionary portfolio management, emphasizing risk, tax considerations, and tailored consulting.
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