A specialized wealth management firm, providing customized, thoughtful and trusted investment solutions
Our firm was created with the sole purpose of providing objective investment solutions and trusted wealth management advice
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.
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 our clients with a constant focus on delivering thoughtful, innovative, unbiased and trusted advice.
Each practice group has a focused area of expertise allowing them to deliver meaningful advice directly for the benefit of our 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 investment portfolio design specializing in the unique and often complex planning elements of highly affluent families and organizations
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 theirs 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 and wealth advisory solutions for clients seeking superior personalized service and expert advice.
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.
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.
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: