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.
The firm provides financial planning, business advisory and Personal CFO services for individuals, families, pension and profit‑sharing plans, trusts, estates and business entities. Services are delivered as limited‑scope or project‑based engagements (including special‑needs and estate/tax planning), and clients are free to implement recommendations with other firms or custodians. Harbour Wealth emphasizes long‑term, tax‑aware planning and portfolio risk as measured by volatility, and may incorporate alternative investments, structured products and annuities where appropriate. The firm does not provide ongoing portfolio management or discretionary trading for individual clients and does not charge percentage‑of‑assets (AUM) fees; engagements are typically billed on hourly or flat‑fee terms and are limited to the scope and duration set out in an engagement agreement. Advisors are also registered representatives and insurance agents affiliated with a broker‑dealer (LPL Financial), and the brochure discloses that the sale of securities and insurance products represents a large portion of advisors’ time and that they may receive commissions and soft‑dollar benefits. The firm’s brochure also discloses a state regulatory action in 2018 that resulted in a civil monetary penalty, a material item the firm highlights in its disclosures.
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 |
|---|---|---|
Indianapolis, IN
| 20
| |
Indianapolis, IN
| 4
| |
Indianapolis, IN
| 32
| |
Indianapolis, IN
| 2
|
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