The Harbor Group, Inc.

Ryan Callaghan is a CFP®, CFA®, and Series 65 credentialed financial advisor with 13 years of industry experience. He has been with The Harbor Group, Inc. since 2012, contributing to the firm’s team of nine advisors in Bedford, NH. The Harbor Group provides personalized financial planning and investment supervisory services to a broad client base including individuals, high-net-worth clients, and various institutional entities. The firm employs a strategic, long-term asset allocation approach utilizing no-load mutual funds and ETFs, supported by a weekly Investment Committee and integrated tax planning and preparation services.

Michael Doyle is a CFP® with 23 years of industry experience, currently serving as an advisor at The Harbor Group, Inc. since 2022. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2000 to 2022. The Harbor Group, Inc. provides personalized financial planning and investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic, long-term asset allocation using no-load mutual funds and ETFs, with integrated tax planning and preparation services offered through a designated representative.

Adam Bergeron is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at The Harbor Group, Inc. since 2022 and previously held roles at Cornerstone Financial Planning, LLC, Panorama Wealth Strategies, and several other firms. The Harbor Group, Inc. provides personalized financial planning and investment supervisory services to individuals, high-net-worth clients, and various entities. The firm focuses on strategic, long-term asset allocation using no-load mutual funds and ETFs, with regular portfolio reviews and supplemental services such as tax planning and preparation.

Peter Lee is a CFP® professional with three years of industry experience, currently serving as an advisor at The Harbor Group, Inc. He previously worked at Bigelow & Company for eight years. The Harbor Group provides personalized financial planning and investment supervisory services to a diverse client base, including individuals, high-net-worth clients, and various entities. The firm focuses on strategic, long-term asset allocation using no-load mutual funds and ETFs, supported by a team of nine advisors and integrated tax planning and preparation services.

Christopher Barnes is a CFP® professional with five years of industry experience, currently serving as an advisor at The Harbor Group, Inc. in Bedford, NH. He has been with The Harbor Group since 2017, and prior to that, he worked with Wyzant Tutoring from 2015 to 2017. The Harbor Group provides personalized financial planning and investment supervisory services to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on strategic, long-term asset allocation using no-load mutual funds and ETFs, complemented by in-house tax planning and preparation services.

Joshua Massa is a CFP® professional with two years of industry experience. He has worked at The Harbor Group, Inc. since 2022 and previously held positions at TD Bank and the Transportation Security Administration. Massa also served in the United States Marine Corps from 2016 to 2022 and co-founded Party Vision, LLC. The Harbor Group, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines strategic asset allocation using primarily no-load mutual funds and ETFs with integrated tax planning and preparation services, reviewing accounts quarterly and overseeing investments through a weekly internal committee.

Timothy Riley is a CFP® and ChFC® with 31 years of experience in financial advising. He has been with The Harbor Group, Inc. since 1981. The Harbor Group, Inc. serves individuals, high-net-worth clients, and various institutional entities with comprehensive financial planning and investment supervisory services. The firm emphasizes long-term strategic asset allocation using no-load mutual funds and ETFs, supported by regular portfolio reviews and a weekly Investment Committee.

Christopher Macbean is a CFP® professional with 14 years of experience in financial advising. He has been with The Harbor Group, Inc. since 2014. The Harbor Group provides financial planning and investment management for individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm integrates strategic asset allocation with in-house tax planning and utilizes third-party tools to consolidate client holdings, managing approximately $2 billion in assets.

Cameron Murphy is a CFP® professional with 10 years of experience currently serving at The Harbor Group, Inc. He previously worked at Vestmark for five years and initially joined The Harbor Group in 2016. The Harbor Group provides financial planning and investment management to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines a team-based investment oversight process with integrated tax services and financial planning, managing approximately $2 billion in client assets.