Company | Our Goals | Harbor Team

Why Harbor?

When choosing a wealth manager you have myriad choices. What makes Harbor unique? We think it’s simple.

History and Experience – Harbor Financial Group is an innovator, pioneering complex planning solutions, open investment architecture and fee-only insurance analysis since 1988 long before it was the financial industry model of choice.

Fee Only Structure - Harbor is a fee only wealth manager. We do not receive commissions or payments associated with investment or insurance product sales.

Holistic Wealth Management - Our defined process is client centric, we coordinate with clients’ other professional advisors to ensure a cohesive plan. We dig deeper and analyze your casualty insurance coverage and work with your insurance agent to create the best coverage for you and your family. We review and monitor your company benefits. Our investment models are integrated into the wealth management plan and have high, consistent returns with correspondingly low risk. We have a history of taking profits when the market prices were high throughout market cycles in 1999-2000, and 2007-2008 and have success in re-entering markets in 1987, 2001 and 2009. We identify and implement opportunistic strategies to capitalize on opportunities created in turbulent times.

Dedicated Service Teams - Our personalized approach is centered on dedicated service teams which allow for unsurpassed service and attention tailored to the clients’ specific needs. Our staff work in teams of three, Harbor’s staff to client ratio is 19:1.

Alternative Investment Expertise - In addition to a market tested process for core investment selection, we have positioned our firm to take advantage of private equity and debt investment opportunities offering access to institutional offerings with historical relationships cultivated during our long history.

Education Outreach - We believe in interactive education and bring current topics and education to our clients and professional partners in the form of small group presentations and workshops, outside speakers, book discussions, economic discussions, and articles groups.

Tradition of Excellence - Harbor continues its tradition of innovation, building on the success of our tradition incorporating the latest technology to better our service and reduce our fees, creating service offerings for the next generation of investors and identifying opportunities with the fast changing economic landscape. Harbor receives industry recognition year after year that highlights the success of our endeavors to bring you the absolute best solutions in dealing with your finances.

Thank you for your interest in Harbor. We look forward to hearing from you soon!