A complete list of active advisors currently associated with Safe Harbor Financial Planning & Investment Advisory, LLC
Warmer can help you find a great advisor at Safe Harbor Financial Planning & Investment Advisory, LLC or one who fits your needs even better.
Safe Harbor Financial Planning & Investment Advisory, LLC is an independent registered investment adviser that provides financial planning, discretionary and non‑discretionary portfolio management, and pension consulting to individuals, trusts, estates, charitable organizations, corporations and employee pension or profit‑sharing plans. The firm manages roughly $62 million across about 79 clients and offers both modular financial plans and ongoing portfolio supervision. The firm delivers advice through a consultative planning process that typically begins with a complimentary initial meeting and results in either a written financial plan or continuous portfolio management based on client needs. Investment management draws on fundamental analysis and modern portfolio theory, using long‑ and short‑term strategies, periodic rebalancing, and quarterly (or more frequent) account reviews; clients may impose restrictions or choose directed brokerage or discretionary authority. Distinctive features include an affiliation with a local accounting firm and a principal with CPA credentials, with the brochure disclosing that clients may be referred to the affiliate for accounting services and that those services are separate and separately compensated. The firm’s provision of pension consulting — including investment policy statements, plan reviews, performance monitoring and participant education for employer plans — and its active work with pension or profit‑sharing plan clients are less common among independent advisers of similar size.
To learn more about the advisors currently working at Safe Harbor Financial Planning & Investment Advisory, 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 |
|---|---|---|
Statesboro, GA
| 16
|
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