The Ward Halleron Group was founded by C. Russell Ward, CFP®, AIF®, CRPS® and J. Thomas Halleron, CFP®, CRPS®. As leading consultants in the Baltimore-Washington area, we have over twenty years of experience managing corporate retirement plans as well as providing private financial planning for multi-generational client families.
We serve our corporate and private clients with objectivity, integrity, and trust at the core of our business. We offer non-proprietary product solutions, encompassing equity research, market analytics, manager/investment due diligence, asset allocation analysis, financial planning software, and portfolio reporting systems. Harbor Investment Advisory is an independent wealth management firm, existing solely to serve its clients’ best interests. We serve our corporate and private clients with objectivity, integrity, and trust at the core of our business.
The Ward Halleron Group also offers retirement plan advisory services to plan sponsors. This includes investment consulting and employee education, enabling plan sponsors to meet their ongoing plan fiduciary obligations while delivering a competitive retirement plan program to their employees.