Harbor Investment Advisory

Harbor Investment Advisory

A boutique wealth management firm providing thoughtful and comprehensive financial planning, investment portfolio management, and family office services nationwide

Simplifying the Complexities of Managing Wealth

Our primary focus is to provide clients objective investment solutions and trusted advice

We Value Objectivity

As an independent wealth management firm with no internal proprietary products, we are uniquely positioned to advise with complete objectivity in the selection of premier investment solutions for the prudent stewardship of your assets.

We Value Integrity

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.

We Value 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, unbiased and trusted advice for our clients.

Areas of Specialization

Each practice group has a focused area of expertise in order to deliver meaningful service to select clients

Harbor Private Wealth Advisory

Providing investment and wealth advisory services to individuals and families seeking thoughtful and comprehensive solutions to help them meet their financial goals

Private Wealth Advisory:

  • High Net Worth Clients
  • Affluent Families
  • Corporate Executives
  • Business Owners
  • Unique Family Circumstances

Harbor Institutional Advisory

Providing objective and highly customized advice designed to simplify the unique and often complex elements of managing large pools of capital

Institutional Advisory:

  • Ultra High Net Worth Clients
  • Family Office Support Services
  • Private Foundations
  • Nonprofit Organizations
  • Customized OCIO Services

Harbor Retirement Plan Consulting

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

Retirement Plan Consulting:

  • Corporate Retirement Plans
  • 401(k) & 403(b) DC Plans
  • NQDC Plans
  • Profit Sharing Plans
  • Plan Participant Education

About Harbor Advisory

A boutique firm where seasoned Advisors are empowered to objectively serve their clients' best interests

About Harbor Advisory

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.

Focus and Independence

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 purely objective advice without corporate distractions.

Protection of Client Assets

Harbor Advisory offers custody and clearing services for our clients through Pershing LLC, 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. 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 Mellon Pershing’s asset protection: Strength and Stability

Harbor Advisory In the Community

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:

  • American Cancer Society
  • Arbor Dog Foundation
  • Baltimore Animal Rescue & Care Shelter (BARCS)
  • Baltimore City Farms Community Garden
  • Baltimore Tree Trust
  • Casey Cares
  • Chesapeake Bay Foundation
  • ClearShark H2O
  • Hogs for the Cause
  • Howard County Autism Society
  • Irvine Nature Center
  • Juvenile Diabetes Research Foundation
  • Kennedy Krieger Institute
  • Living Classrooms
  • Normandy Allies
  • One Love
  • Parkinson’s Foundation of the National Capital Area
  • Pathfinders for Autism
  • School Colors
  • Special Olympics of Maryland
  • Toys for Tots
  • United Way of Central Maryland
  • Woman for Woman International

Harbor Investment Advisory, LLC

Contact Information

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