Harbor Investment Advisory

Harbor Investment Advisory

A specialized wealth management firm, providing customized, thoughtful and trusted investment solutions

Focused on You

Our firm was created with the sole purpose of providing objective investment solutions and trusted wealth management 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 our clients with a constant focus on delivering thoughtful, innovative, unbiased and trusted advice.

Areas of Specialization

Each practice group has a focused area of expertise allowing them to deliver meaningful advice directly for the benefit of our 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 Individuals
  • Affluent Families
  • Executives
  • Business Owners
  • Unique Family Circumstances

Harbor Institutional Advisory

Providing objective and highly customized investment portfolio design specializing in the unique and often complex planning elements of highly affluent families and organizations

Institutional Advisory:

  • Ultra High Net Worth Families
  • Private Foundations
  • Nonprofit Organizations
  • Family Offices
  • Complex Trusts and LLCs

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 theirs 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 and wealth advisory solutions for clients seeking superior personalized service and expert advice.

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 wealth advisory services, allowing us to concentrate our efforts to provide a sophisticated 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.

Safety of Assets

Harbor Advisory maintains a custody and clearing agreement with Pershing LLC, which is a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank, founded in 1784, and one of the world’s leading providers of securities services. As of June 30, 2019 BNY Mellon had $35.5 trillion in assets under custody and/or administration. Pershing is a leading global provider of financial business solutions serving many of the worlds’ most respected financial organizations providing premier segregation, safekeeping, servicing, and reporting for client assets in their custody.

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
  • Cool Kids Campaign
  • Hearing and Speech Agency
  • Howard County Autism Society
  • Inner Harbor Project
  • Irvine Nature Center
  • Juvenile Diabetes Research Foundation
  • Kennedy Krieger Institute
  • Living Classrooms
  • Normandy Allies
  • 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
  • Valleys Planning Council

Contact Us

Please send a message for more information:

Harbor Investment Advisory, LLC

Foxleigh Building at Greenspring Station

2330 West Joppa Road, Suite 160
Lutherville, MD 21093
410-659-8900

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