When choosing a wealth manager, you have myriad choices. What makes Harbor unique? We think it’s simple.
- History and Experience
Harbor has specialized in providing comprehensive financial planning and investment management to individuals, families, and small businesses since 1988. Our professional team brings extensive strategic planning experience rarely seen in the financial world.
- Holistic Wealth Management
Our defined wealth management process includes coordination with clients' other professional advisors to ensure a cohesive plan. Financial planning and investment advice are just a start as Harbor provides much more.
- Dedicated Service Teams
Our personalized approach is centered on dedicated service teams which allow for unsurpassed service and attention tailored to the client's specific needs. Our employees are our best asset and we devote significant resources to ensure that they remain at the top of their fields. We think our 99% client retention rate speaks for itself.
- 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. Harbor has in-depth experience in real estate, business capitalization, energy, and other alternative asset investment opportunities. We have enjoyed great success in this challenging area.
- Tradition of Excellence
Harbor Financial Group is an innovator, pioneering complex planning solutions, open investment architecture and fee-only insurance analysis. In turn, Harbor is recognized in numerous publications every year. This highlights the success of our endeavors to bring you the absolute best service in dealing with your finances. Please refer to our Press section of the website for more information.