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, financial planning, investment management and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. As of December 31, 2025 the firm reported approximately $1.097 billion in discretionary assets under management and typically delivers portfolio management alongside standalone financial planning and consulting engagements. The firm constructs client portfolios through tailored asset allocations driven by individual goals, using a core/satellite approach that combines passive core exposures with active satellite strategies, ETFs, mutual funds and selected independent managers; it also maintains opportunistic sleeves and may incorporate alternative investments such as private funds or structured notes in limited circumstances. Stage Harbor emphasizes tax‑aware implementation, periodic rebalancing and ongoing oversight by an investment committee and its advisory team. Stage Harbor publicly references third‑party ratings in its materials and participates in an institutional platform relationship with Fidelity that provides trading, reporting and research support to the firm. The brochure also discloses that certain advisory personnel are licensed insurance professionals who may earn separate commissions and that one advisory person is dually registered with another RIA, disclosures the firm addresses through its Code of Ethics and other policies.

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.