Our Mission

STRATEGIES — NOT JUST FOR YOUR FINANCES, BUT FOR YOUR LIFE

Market and economic trends, world events and even the weather all affect our investments. Hundreds of providers offer a bewildering array of options, each promising to be the best.

At Harbor Summit Financial, we help you identify and coordinate your goals for your work-life, retirement, and legacy, and develop a strategy toward meeting them. We take a holistic view of your personal situation and investments, demystify your options and potential opportunities, and help you construct a customized financial plan. We monitor your progress with real-time tools to ensure you stay on track, and keep you apprised of developments that affect you.

UNPARALLELED SERVICE, WHEN YOU WANT IT

You don’t just meet with us once a year to look through your statements. The Harbor Summit Financial team is available whenever you have a question or a concern. You meet one-on-one with your individual advisor, who puts the entire team’s capabilities to work for you.

Each advisor draws on the bench strength of the team, boasting over a half-century of financial experience in all six areas of financial planning (income allocation, risk management, wealth accumulation, tax planning, retirement, and estate planning).

TOOLS AND INFRASTRUCTURE TO SERVE YOU

Our carefully selected suite of tools includes the eMoney financial-planning platform, which consolidates and safeguards all of your information in one place, delivers the latest financial news and pricing, and gives you real-time access to your portfolio. We use the Morningstar Advisor Workstation, a financial-management platform that provides us with robust, dedicated investment and analytical tools.

LPL Financial, the nation’s largest organization of independent financial advisors (as reported by Financial Planning magazine, June 1996-2020, based on total revenue), provides us with a state-of-the-art technology and compliance infrastructure. LPL has no proprietary products or investment banking, allowing us to provide sound guidance and objective recommendations.

We are independent — meaning that we can recommend whatever strategy is for you.

OUR VALUES. OUR COMMITMENT.

We don’t take our relationship with you lightly. We are committed to providing you with the highest caliber of service with the strictest ethical standards. We deploy our guidance to help you stay focused on your goals: We are not market timers, and will not chase elusive market returns at the cost of unnecessary risk. We pride ourselves on our honesty and transparency, and invite you to ask us the tough questions, because, the better informed you are, the better we can work with you. And we always operate with compassion — because this is your life, and your dreams, that we’re dealing with.