Harbor Investment Advisory LLC is a Baltimore-based wealth management firm that specializes in providing customized financial planning and investment portfolio design. With a focus on objectivity and integrity, their team of seasoned professionals offers trusted advice and premier investment solutions for individuals, families, and institutions. They have expertise in serving high net worth clients, affluent families, corporate executives, business owners, nonprofit organizations, and retirement plan sponsors.
As an independent firm, Harbor Advisory is able to offer unbiased advice and access to a wide range of resources from leading research, analytical, and asset management providers. They prioritize the best interests of their clients and provide comprehensive wealth advisory services, including investment management, retirement plan consulting, and private wealth advisory services. With a commitment to protecting client assets, they offer custody and clearing services through Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation.
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