Harbor Investment Advisory
Harbor Private Wealth Advisory

Champe S. Andrews, III

Providing objective customized financial planning solutions for individuals, families and nonprofit organizations

Through decades of experience navigating different market environments, we deliver conscientious outcomes through a reliable planning and investment process.  Though this process, starting with careful discovery and thoughtful problem-solving identification, we design a deliberate strategy to help clients realize short-term needs and lifetime goals.

Who We Serve:

  • Individuals and Families Approaching Retirement
  • Retirees
  • Corporate Executives
  • Business Owners and Entrepreneurs
  • Small Business Owner and Nonprofits

Areas of Focus for Our Practice:

  • Risk Mitigation
  • Investment Portfolio Design
  • Financial Planning
  • 529 College Savings Plans
  • Retirement Plan Services

Your Advisory Team

Phone: 410-659-8913

Contact Us
Champe S. Andrews III

M.B.A, AIF®

Vice President,
Financial Advisor

Lisa Howard

Associate Vice President,
Client Relationship Manager

Katrina Kunkler

Vice President,
Director of Research

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