A complete list of active advisors currently associated with New Harbor Financial Group, LLC

Warmer can help you find a great advisor at New Harbor Financial Group, LLC or one who fits your needs even better.

New Harbor Financial Group is a team-based registered investment adviser that provides investment management, wealth management, and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm offers both discretionary and non-discretionary services and manages client assets through model portfolios tailored to each client’s objectives and risk tolerance. The firm’s investment approach blends fundamental, technical, and cyclical analysis with portfolio implementation across exchange-traded funds, individual equities, bonds, mutual funds, and other vehicles; it also employs options strategies such as covered calls and protective puts. New Harbor notes it may use derivatives in separately managed accounts and recommends or invests in digital asset ETFs in certain cases, a practice that is less common among comparable team firms. Distinctive features include a structured outreach component—Independent Adviser Representatives occasionally conduct educational seminars and workshops, sometimes in partnership with attorneys—and a supervisory history disclosed in a 2022 settlement with the Commonwealth of Massachusetts related to oversight of leveraged inverse ETF activity, which the firm addressed through restitution and compliance undertakings. The firm manages roughly $846 million for about 1,000 clients and operates a referral network that supplements its client development and service model.

To learn more about the advisors currently working at New Harbor Financial Group, 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.