A complete list of active advisors currently associated with HarborPoint Wealth Partners

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

HarborPoint Wealth Partners (a dba of Henderson Financial Group LLC) serves individuals — including high-net-worth clients — as well as small businesses, retirement plans, and charitable organizations. The firm provides wealth management and stand-alone investment management, project‑based financial planning, retirement plan consulting, tax preparation, and educational seminars or speaking engagements, and it offers insurance products through advisers who are licensed agents. HPWP’s investment process draws on fundamental analysis and Modern Portfolio Theory and blends active and passive strategies, with most client accounts managed on a discretionary basis and client‑imposed restrictions accommodated when requested. The firm routinely works with third‑party managers and platforms (including Orion and Betterment for Advisors), and it may manage held‑away assets through an order management system (Pontera) while maintaining advisor oversight. Noteworthy distinctions include the firm’s dual role as an adviser and insurance producer — the brochure discloses that advisers may receive commissions for some insurance sales and spend approximately 10% of their time on insurance activities — and its explicit offering of educational seminars and tax preparation services. HPWP’s reliance on multiple third‑party platforms and custodians and its management of held‑away or SMA‑style accounts via Pontera further differentiate its operational approach from many peers.

To learn more about the advisors currently working at HarborPoint Wealth Partners, 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.