A boutique wealth management firm providing thoughtful and comprehensive financial planning, investment portfolio management, and family office services nationwide
Our primary focus is to provide clients objective investment solutions and trusted advice
As an independent wealth management firm with no internal proprietary products, we are uniquely positioned to advise in the selection of premier investment solutions for the prudent stewardship of your assets.
Trusted client relationships are best served by seasoned professionals with a high level of competence and integrity. We have deliberately built a firm consisting of select Advisors and staff who have demonstrated the dedication to properly serve our clients.
Our guiding business philosophy is to place our clients’ interest first. This core value is achieved by developing professional long-term relationships with a constant focus on delivering thoughtful, innovative and trusted advice for our clients.
Each practice group has a focused area of expertise in order to deliver meaningful service to select clients
Providing investment and wealth advisory services to individuals and families seeking thoughtful and comprehensive solutions to help them meet their financial goals
Providing objective and highly customized advice designed to simplify the unique and often complex elements of managing large pools of capital
Offering retirement plan advisory services to include 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
A boutique firm where seasoned Advisors are empowered to objectively serve their clients' best interests
Founded in 2009, Harbor Advisory is a full-service investment and wealth advisory firm focused exclusively on serving individuals, families, and institutions throughout the United States. We provide comprehensive investment portfolio management for clients seeking superior personalized service and meaningful advice from a well-established financial institution.
As a private and independent firm, we are uniquely positioned to provide access to a broad spectrum of resources from many of the world’s premier research, analytical, and asset management providers. Our sole business is offering objective wealth advisory services, allowing us to concentrate our efforts to provide a comprehensive suite of solutions directly for the benefit of our clients. Our size is an asset that we prefer to preserve, since being a large organization is less important than having the focus to deliver superior service and objective advice without corporate distractions.
Harbor Advisory offers custody and clearing services for our clients through BNY Pershing, a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank (founded 1784) and one of the world’s largest providers of securities services. BNY Pershing is a leading global provider of financial business solutions serving many of the worlds’ most respected financial organizations providing premier aggregation, safekeeping, servicing, and reporting for client assets in their custody. For more information on BNY Pershing’s asset protection: Strength and Stability
We are committed to serving our community and value the importance of giving time and resources for a meaningful impact
We believe in the importance of giving our time, expertise and financial support into the local community and further support this initiative by giving employees days off for community service. Our employees have supported, volunteered and served on nonprofit boards with the following organizations:
Baltimore Office:
2330 West Joppa Road, Suite 160
Lutherville, MD 21093
Washington Office:
51 Monroe Place, Suite 1901
Rockville, MD 20850
Phone: 410-659-8900
Visit: HarborLLC.com
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