A complete list of active advisors currently associated with Safe Harbor Assets

Warmer can help you find a great advisor at Safe Harbor Assets or one who fits your needs even better.

Safe Harbor Assets is an independent, single‑adviser registered investment adviser serving individuals, high‑net‑worth individuals and business entities. The firm provides discretionary and non‑discretionary asset management alongside financial planning and consulting, and it does not impose a minimum account size. Portfolios are constructed to reflect each client’s goals, time horizon and risk tolerance and are monitored through periodic (at least quarterly) reviews; the firm draws on a range of analysis methods including fundamental, technical, charting, cyclical analysis and Modern Portfolio Theory and employs strategies from long‑term holdings to short‑term trading and options. SHA currently reports discretionary assets under management (approximately $1.7 million as of 12/31/2024) and may appoint sub‑advisors to manage client portfolios, including the authority to further delegate discretionary investment authority. Distinctive aspects include the firm’s recent establishment (founded 2022, registered 2023), a very small client roster (eight clients) and the combination of hourly financial planning with targeted plan delivery timelines (generally within 60 days). The brochure also discloses practices that may be uncommon for a solo adviser — potential use of sub‑advisors and delegation, receipt of soft‑dollar benefits tied to execution relationships, and a policy that clients generally retain proxy‑voting responsibility.

To learn more about the advisors currently working at Safe Harbor Assets, 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.