Harbor Investment Advisory Announces Strategic Partnership with Temperance Partners

BALTIMORE, MD – Harbor Investment Advisory, LLC (“Harbor”), a nationally recognized independent wealth management firm with approximately $12 billion in assets under management and administration, today announced a strategic partnership with Temperance Partners (“Temperance”), a family office-backed private investment firm focused on making minority investments in select financial services businesses.

The partnership marks an important milestone in Harbor’s continued evolution and reinforces the firm’s long-term commitment to providing exceptional advice, personalized service, and a client-first approach to wealth management.

Harbor was recognized in 2025 on Forbes’ America’s Top 100 Registered Investment Advisor Firms* list, marking the fourth consecutive year the firm earned a place on the prestigious ranking. This distinction reflects Harbor’s continued growth, client-focused culture, and commitment to operational excellence.

“As Harbor advances its durable growth strategy under the leadership of our President Ellen Pierce, Temperance is the ideal partner to support the next chapter of our development,” said Fred Hill, Managing Principal and CEO. “Their deep industry expertise and patient investment philosophy will help expand our capabilities, continue investing in our people and platform, and attract exceptional advisor talent while preserving the independence and culture that define Harbor.”

Through this partnership, Harbor gains a like-minded strategic partner with extensive experience in supporting financial services firms, as well as a shared commitment to diligently serve clients for generations to come. Temperance and Harbor are aligned in the belief that success is achieved by empowering experienced advisors and staff to cultivate trusted client relationships, deliver objective advice, and maintain a steadfast focus on helping clients achieve their long-term financial goals.

Advisors

Alston & Bird LLP served as advisor to Harbor while Temperance was represented by Morgan, Lewis & Bockius LLP.

About Harbor

Founded in 2009, Harbor Investment Advisory, LLC is a nationally recognized full-service investment and wealth management firm serving high-net-worth and ultra-high-net-worth private clients, family offices, nonprofit organizations, private foundations, and corporate retirement plans. Harbor provides comprehensive wealth management, investment advisory, and institutional consulting services.

About Temperance

Temperance Partners is a family office-backed private investment firm founded in 2011 that partners with leading financial services businesses and their management teams to drive sustainable growth and long-term value creation. Through its disciplined investment approach and deep industry expertise, Temperance supports strategic initiatives, enhanced operational governance, and enduring business success.

Visit www.HarborLLC.com for more information

Media Contact

Kelly Korzenewski  kkorzenewski@harborllc.com

* The 2025 Forbes America’s Top 100 RIAs ranking was awarded in October 2025 based on an evaluation process conducted by SHOOK Research LLC in partnership with Forbes. Neither Harbor Advisory nor its representatives paid a fee to Forbes/SHOOK Research LLC to be included in the ranking. To the extent Harbor Advisory uses the Forbes/SHOOK Research logo after the rankings were published, Harbor Advisory pays a fee to Forbes/SHOOK Research for the use of its logo. This ranking is based on evaluation of the firm’s client retention, industry experience, compliance records, assets under management, and other criteria during the period 3/31/24 – 3/31/25. Investment performance is not a criterion. Rankings are based on Forbes/SHOOK Research LLC’s opinions and may not be representative of any one client’s experience. For more information see www.SHOOKresearch.com