A complete list of active advisors currently associated with Safe Harbor Financial Advisors, LLC
Warmer can help you find a great advisor at Safe Harbor Financial Advisors, LLC or one who fits your needs even better.
Safe Harbor Financial Advisors provides financial planning and educational services to individual clients and small business owners, covering retirement planning, cash-flow and debt analysis, risk management, estate and college planning, and employee benefits. The firm also offers educational workshops and periodic investment consultation and coordinates tax return preparation through an affiliated tax-preparation entity under common control. The firm’s approach centers on financial planning and client education rather than direct portfolio management: it does not directly manage client assets or employ percentage-of-AUM charging, and engagements are structured as hourly or project-based planning and advice. When ongoing investment management is appropriate, the firm conducts due diligence and may recommend or refer clients to third‑party investment managers while clients retain custody and execution authority. Distinctive features disclosed in the brochure include the principal’s concurrent legal practice with an outside law firm and ownership of a separate tax-preparation business, with procedures to disclose and manage related conflicts of interest. The firm’s very small client roster and routine offering of complimentary educational seminars are uncommon among peers, reflecting an emphasis on individualized planning and education rather than scaled asset-management services.
To learn more about the advisors currently working at Safe Harbor Financial Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fairfax, VA
| 11
|
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