For more than 35 years as financial advisors we have done our best to care for clients like family. Our specialties are investment management and retirement planning. We believe in owning great businesses and we conduct independent research to build and manage custom tailored portfolios. Our objective is to balance clients’ need for safety and liquidity against the need for growth to offset future inflation.

The Poe Group…Experienced, Professional, Dedicated to Great Service

Group Members

  • Dod Poe

    Portfolio Manager, Director

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    Dod started his career as an account manager for T. Talbott Bond Co. in 1995. He became a financial advisor in 1999 for Legg Mason in their Baltimore headquarters. He spent 18 years with Morgan Stanley, and predecessor firm, Legg…

  • Ed Poe, CFP®

    Portfolio Manager, Director

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    Ed is the founder of the Poe Group. He joined Harbor Investment Advisory as a Director, Portfolio Manager from Morgan Stanley, and predecessor firm, Legg Mason, where he spent 33 years and was a Senior Vice President and Portfolio Manager.…

  • Susan Frillman

    Client Relationship Manager, Associate Vice President

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    Originally from St. Louis, Missouri, Susan graduated from Elon University with a degree in Sports Medicine. Susan’s career in the Financial Industry began in 2004 with the Professional Development Department at Legg Mason Wood Walker, Inc. This department specialized in the recruiting, training and…

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