A complete list of active advisors currently associated with Harbour Wealth Partners, Inc.

Warmer can help you find a great advisor at Harbour Wealth Partners, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Harbour Wealth Partners, Inc., 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
Antenielle Bell	Indianapolis, IN	21
Eric Welch	Indianapolis, IN	33
Ross Welch	Indianapolis, IN	3

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