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Harbor Investment Advisory Named to Forbes 2022 Inaugural List of America’s Top 100 RIA Firms

October 25, 2022 - Lutherville, MD - Harbor Investment Advisory, LLC (“Harbor”) is pleased to announce it has been named to Forbes Magazine’s inaugural America’s 100 Top RIA List. The list recognizes the top independent Registered Investment Advisor (RIA) firms from across the U.S., as identified by an independent firm,…

Harbor Investment Advisory Named to 2020 Financial Times 300 Top Registered Investment Advisers

July 30, 2020 – Harbor Investment Advisory, LLC is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the second year in a row that Harbor…

Harbor Investment Advisory Announces Poe Group Expansion

August 12, 2019 - Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that Edward. H. (“Ned”) Worthington, IV has joined Harbor Advisory as a Vice President, Wealth Advisor and partner with the Poe Group. For 40 years as financial advisors, Ed and Dod Poe have cared for clients…

Harbor Investment Advisory, LLC Named to 2019 Financial Times 300 Top Registered Investment Advisers

June 27, 2019 – Harbor Investment Advisory, LLC is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the sixth annual FT 300 list, produced independently…

Jennifer Winslow Among Financial Advisors Selected for Barron’s “Top Tier” Independent Women Summit

Palm Beach, FL (June 10, 2019) "” Jennifer Winslow, Director & Portfolio Manager at Harbor Investment Advisory attended the fourth-annual Barron's Independent Women Summit, hosted by Barron's Advisor to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at…

Jennifer L. Winslow Earns Advanced Wealth Management Certification – Certified Private Wealth Advisor®

February 25, 2019 - Jennifer L. Winslow, CFP®, CPWA®, CRPC®, Director and Portfolio Manager at Harbor Investment Advisory, LLC in Lutherville, MD has earned the Certified Private Wealth Advisor® designation awarded by the Investments & Wealth Institute®. CPWA® is an advanced credential created for wealth managers who work with high…

Paul M. Fox Earns Advanced Wealth Management Certification – Certified Private Wealth Advisor®

November 5, 2018 - Paul M. Fox, CPWA®, Managing Director at Harbor Investment Advisory, LLC in Lutherville, MD recently earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients.  Mr.…

C. Russell Ward and J. Thomas Halleron Named to 2018 Financial Times 401 Top Retirement Advisers 2018

September 27, 2018 - Harbor Investment Advisory, LLC,  is pleased to announce that Rusty Ward and Tom Halleron of the Ward Halleron Group,  have been named to the 2018 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined…