A complete list of active advisors currently associated with The Harbor Group, Inc.

Warmer can help you find a great advisor at The Harbor Group, Inc. or one who fits your needs even better.

The Harbor Group provides personalized financial planning and investment management to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Its advisory services include comprehensive planning (cash flow, retirement, estate and tax planning) and ongoing portfolio management for individual accounts. The firm’s investment approach emphasizes strategic asset allocation, typically implemented with no-load mutual funds and exchange-traded funds and a globally diversified posture, documented in client Investment Policy Statements and reviewed at least quarterly; an internal Investment Committee meets weekly to monitor allocation, managers, and market factors. Harbor Group offers both discretionary and non-discretionary management and will implement client-directed restrictions when requested. Notably, Harbor Group provides tax planning and tax preparation through a designated representative who focuses on financial planning and tax matters, and discloses the potential conflicts that can arise when recommending its own tax services—an in-house tax capability that is less common among similar team firms. Alongside this capability, the firm operates at roughly $2 billion in regulatory assets with a multi-advisor team and several CFP® professionals, and combines internal governance, third‑party reporting tools, and occasional use of independent managers in ways that distinguish its service mix from many peers.

To learn more about the advisors currently working at The Harbor Group, Inc., 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.