Our Value Statement

As an independent wealth management firm, Safe Harbor Financial Advisors Inc. takes pride in working with our clients to help them achieve their financial goals. 

We specialize in working with small to mid-size business owners helping them with employee benefits, executive retention, and business succession strategies, as well as their private wealth management. 

Our goal is to help our clients through all the stages of their lives, including passing a legacy on to loved ones. By collaborating with our strategic partners, we can offer national solutions while still providing local service. Safe Harbor Financial Advisors Inc. has no proprietary products, ensuring our clients' specific needs and financial goals are the primary focus. We hold ourselves accountable to safeguard our clients and take a balanced approach to preserving and managing their capital.

Started by a former educator, Safe Harbor Financial Advisors Inc. takes pride in its focus on educating our personal clients, business owners and their employees. We value the trust our clients put in us to help them pursue their financial goals and develop their financial wellness.