A complete list of active advisors currently associated with Stage Harbor Financial

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

Stage Harbor Financial provides wealth management, investment management, financial planning, consulting and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. The firm offers discretionary portfolio management alongside stand‑alone financial planning and ERISA fiduciary services for retirement accounts. Investment decisions are driven by personalized asset allocation and a core/satellite philosophy that combines low‑cost passive exposures with active satellite strategies, tax‑aware rebalancing and an opportunistic sleeve for non‑traditional ideas. Portfolios are implemented using mutual funds, ETFs, individual debt and equity securities, structured notes, private funds and selected Independent Managers, with ongoing monitoring and due diligence of those managers. Compared with many peers, Stage Harbor operates a relatively small advisory team while managing over $1.09 billion in client assets and maintains an institutional relationship with Fidelity that provides trading, electronic trading tools, block execution and research support. The firm also discloses trustee roles that can create custody considerations requiring an annual surprise examination, recommends privately placed vehicles and structured products in limited circumstances, and notes third‑party ratings in its public materials.

To learn more about the advisors currently working at Stage Harbor Financial, 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
Maclean Barach	Westwood, MA	9
Matthew Biggar	Westwood, MA	24
Joshua Devereaux	Westwood, MA	0
Andre Fernandes	Westwood, MA	22
William Lefavor	Westwood, MA	20
James Scanlan	Westwood, MA	41

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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