News

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 like family with a focus […]

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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 by the Financial Times in […]

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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 The Breakers in Palm Beach, […]

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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 net worth individuals on the […]

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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. Fox specializes in assisting clients […]

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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 contribution (DC) retirement plans, such […]

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Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Women Financial Advisors and Industry Decision Makers PALM BEACH (November 28, 2017) – Jennifer Winslow, Director & Portfolio Manager at Harbor Investment Advisory attended the annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice […]

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Lutherville, Maryland, September 29, 2017 – Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that Elias D. (“Dod”) Poe, VI and Elias D. (“Ed”) Poe, III, CFP© have joined the firm as the Poe Group. They will be transitioning approximately $145 million in assets to Harbor, increasing total assets under management to $4 […]

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   C. Russell Ward and J. Thomas Halleron of the Ward Halleron Group, Harbor Investment Advisory, LLC Named to 2017 Financial Times 401 Top Retirement Plan Advisers   September 27, 2017 –  Harbor Investment Advisory, LLC is pleased to announce that C. Russell Ward (Rusty Ward) and J. Thomas Halleron (Tom Halleron), of the Ward […]

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Lutherville, Maryland, July 28, 2017 – Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that Paul M. Fox, CFP©, CRPC©, CIMA©, CAIA©, Jennifer L. Winslow, CFP©, CRPC©, A. Patrick Boykin and Janet C. Marquardt CRPC©, have joined the firm as the Artisan Wealth Advisory Group. They will be transitioning approximately $390 million in […]

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