A complete list of active advisors currently associated with Safe Harbor Retirement Planners
Warmer can help you find a great advisor at Safe Harbor Retirement Planners or one who fits your needs even better.
Safe Harbor Retirement Planners provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients and to qualified retirement plans. The firm offers discretionary asset management, ERISA plan services as either a 3(21) advisor or a 3(38) investment manager, financial planning and fee‑based insurance consulting through a third‑party platform. The firm typically implements globally diversified portfolios that emphasize low‑fee index ETFs and individual stocks and adjusts allocations based on a client’s risk tolerance and proximity to retirement; it may manage accounts on a discretionary basis or provide non‑discretionary ERISA advice as documented in client agreements. Safe Harbor’s brochure discloses that some strategies may involve active trading, concentrated positions, and the use of leveraged or inverse ETFs, and it includes discussion of leverage and borrowing‑related risks in its security‑specific risk section. Noteworthy distinctions include several disclosed regulatory consent orders and enforcement matters described in the disciplinary history (including prior matters involving client borrowing and annuity surrender charges and a Delaware registration matter), an affiliated insurance practice (Safe Harbor Financial Group) and use of the DPL insurance consulting platform that can result in customary insurance commissions, and the firm’s practice of offering free public seminars and workshops; the brochure also notes owners’ involvement in an unrelated small tour business, which is an ancillary activity disclosed as a potential conflict.
To learn more about the advisors currently working at Safe Harbor Retirement Planners, 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 |
|---|---|---|
Abingdon, MD
| 9
| |
Abingdon, MD
| 39
| |
Abingdon, MD
| 20
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")