Paul Fox of Harbor Investment Advisory Named to Forbes’ 2025 “Best in State” Financial Advisors List
Forbes, in collaboration with SHOOK Research, has announced its 2025 ranking of Best-In-State Wealth Advisors, spotlighting over 9,700 of the nation’s top financial professionals. This prestigious list focuses on exceptional regional talent, offering valuable resources to individuals across all areas, including smaller markets.
Paul Fox, Managing Director and Portfolio Manager at the Artisan Wealth Advisory Group of Harbor Investment Advisory, LLC, has been recognized as one of the standout advisors on this list, for the third consecutive year. With more than 30 years of experience, Paul brings extensive expertise in financial planning and investment strategies across both public and private markets. His commitment to understanding clients’ needs and delivering tailored solutions has built strong, lasting relationships, underscoring his dedication to helping clients achieve their life goals.
Paul holds a BBA and a Master of Science degree in Finance from Loyola University Maryland. His professional credentials include CERTIFIED FINANCIAL PLANNER™, Chartered Alternative Investment Analyst®, Certified Investment Management Analyst®, Chartered Retirement Planning Counselor®, Certified Exit Planning Advisor, and Certified Private Wealth Advisor®.
Forbes’ Best-In-State Wealth Advisors rankings, developed by SHOOK Research, evaluate nominees based on qualitative criteria gathered through interviews and quantitative data such as revenue trends, assets under management, and compliance records. The algorithm also considers service models and industry best practices to identify advisors who excel in delivering exceptional client experiences. This year’s ranking evaluated over 48,000 nominees nationwide.
Adding to the firm’s accolades, Harbor Investment Advisory LLC earned a place on Forbes’ America’s 100 Top RIA List for the third year in a row in 2024.
Fred Hill, CEO and Managing Principal at Harbor Investment Advisory, expressed his admiration for Paul’s achievement:
“Paul’s recognition as one of the top professionals in the industry for the third consecutive year highlights the remarkable expertise and dedication he brings to his role. Since joining Harbor Investment Advisory, Paul has played a pivotal role in driving our success. His strategic insight, integrity, and steadfast commitment to delivering outstanding client results distinguish him in every way. It’s a privilege to work alongside such an exceptional colleague and friend.”
Based in Lutherville, Maryland, Paul Fox and Harbor Investment Advisory serve clients globally, delivering tailored wealth management solutions and fostering long-term financial success.
About Harbor Investment Advisory, LLC
Harbor is dually registered as a broker-dealer and investment adviser with the Securities and Exchange Commission and is a member of FINRA and SIPC. Registration as an investment adviser does not imply any level of skill or training. The firm is an employee-owned, full-service broker-dealer and investment and wealth advisory firm focused on serving the needs of high net-worth clients, family entities, and institutions. Harbor provides comprehensive wealth management solutions for clients seeking objective and customized advice. As a private and independent firm, Harbor utilizes a broad spectrum of resources from many of the world’s premier research, analytical, and asset management firms. Harbor uses Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, for integrated custody, safekeeping, and servicing of client assets.
If you would like more information about this topic, please contact Paul Fox of Harbor Investment Advisory at 410-659-8900.
Visit www.HarborLLC.com
DISCLAIMER:
The Forbes Best in State award does not consider portfolio performance when evaluating advisors for the award. Neither the advisors nor their employees pay a fee to Forbes/ SHOOK Research in exchange for inclusion in the Ranking. Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation. The 2024 Forbes America’s Top 100 RIAs ranking was awarded in November 2024 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 3/31/23 – 3/31/24. Investment performance is not a criterion. The 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.