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
Founded in 2009, Harbor Investment Advisory is a nationally recognized full-service investment and wealth management firm serving high and ultra-high net worth private clients, family offices, non-profit organizations and corporate retirement plans. Visit www.HarborLLC.com for more information.
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.