We serve our corporate and private clients with objectivity, integrity, and trust at the core of our business
The Ward Halleron Group was founded by C. Russell Ward, CFP®, AIF®, CRPS® and J. Thomas Halleron, CFP®, CRPS®. As leading consultants in the Baltimore-Washington area, we have over twenty years of experience managing corporate retirement plans as well as providing private financial planning for multi-generational client families.
When you enlist the services of a 401(k) Advisor, you gain a valuable ally and time-saving resource who will help you develop and maintain a solid strategy for your retirement plan.
You will receive personalized attention by focusing on your needs, continually meeting your expectations, and making you an advocate of our valuable 401(k) advisory services. As an employer and sponsor of a 401(k) plan, your company shoulders a major responsibility. You must listen to the needs of your employees and then select the appropriate service provider(s) at a reasonable cost, determine the optimal plan design provisions, choose and monitor investments, keep up with legislative changes, ensure your plan is administered properly, and educate and inform plan participants. All of this hopefully results in a plan that inspires employees to reach their retirement dreams, while helping you recruit and retain valuable associates.
The Ward Halleron Group has the years of industry experience needed to carefully navigate the complexities of today’s financial markets.
We combine practical knowledge with a deep understanding of our clients’ objectives in order to analyze investment opportunities, deliver strategic recommendations, and craft customized portfolios. As partners with Pershing and BNY Mellon, our clients also have access to private lending and specialized mortgage solutions not readily available through other wealth management firms. We serve our private clients with objectivity, integrity, and trust at the core of our business.
The Ward Halleron Group provides on-demand fiduciary advice for retirement plan participants. Through our dedicated site for retirement plan participants, we combine personalized advice with industry-leading tools, technology and content to help your employees make smarter financial decisions and achieve peace of mind
This award was issued in August 2024 based on an evaluation process conducted by Five Star Professional. Neither Harbor Advisory nor its representatives paid a fee to Five Star Professional to obtain the ranking. The Ward Halleron Group paid a fee to Five Star Professional to be able to use the ranking in its marketing. This award is based on 10 eligibility and evaluation criteria associated with providing quality services to clients, including industry licensure, experience, assets under management, number of households served, and client retention rates, among other factors, from 12/12/2023 to 6/30/24.
For more information, see https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf
The Certified Financial Fiduciary designation is granted by the National Association of Certified Financial Fiduciaries, to applicants who (a) have a professional designation or license or who meet education and experience criteria, (b) take a one-day in person training or equivalent, (c) agree to the NACFF Code of Conduct, (d) pass an exam, and (e) pass a background check and maintain their licenses in good standing. For more information about this certification and its criteria, go to: https://nationalcffassociation.org/become-a-cff
CFP®, CRPS®, AIF®, CFF®
Managing Director,Financial Advisor
CFP®, AIF®
Director,Financial Advisor
CFP®, CRPS®
Associate Vice President,Financial Advisor
Director,Chair of Investment Committee
Client Relationship Manager
Research Analyst
Harbor Investment Advisory, LLC is dually registered with the Securities and Exchange Commission ("SEC") as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC"). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Harbor Advisory is the marketing name of Harbor Investment Advisory, LLC. Investing involves risk, including risk of loss.
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