About New Harbor Financial
Founded in 2005, New Harbor Financial Group is a privately owned investment advisory firm that provides risk-managed investing and financial guidance to individuals, families and institutions. Located in Leominster, MA, we serve clients throughout New England and in many other states across the country.
We answer only to you
That’s important to us — and to your financial success. Our interests are directly aligned with yours. No shareholders, senior management or sales managers influence our decisions. And we prefer to work on a fee-based compensation structure, rather than charging commissions on transactions. Clients can take comfort in knowing that we have no incentives or biases to promote particular investment products.
Our mission: To help you meet your financial goals, dreams and challenges
We work hard to understand your unique goals and to help you achieve them. Every client is different. That’s why we don’t use a cookie-cutter approach to managing your assets or providing financial guidance. We want you to have a solid financial framework that will help you invest with confidence.
Our values
It’s no secret that consumer faith in the financial services industry has been severely tested. We want you to know that our values aren’t just hollow words—they are a code we live by in our personal and professional lives. Here are the standards we hold ourselves to every day:
- We will conduct ourselves with honesty and integrity.
- We will maintain a culture based on implicit trust and will strive to earn the continuing trust of our clients.
- We will treat everyone we serve with the utmost respect and dignity.
- We will always preserve the confidentiality of our clients’ information.
- We will foster a flexible and adaptable environment to respond to evolving business and personal needs.
- We will encourage client feedback, and we will strive to ensure our clients’ satisfaction.
- We are committed to making a positive impact on our communities.
Ultimately, the only way you can decide whether New Harbor Financial Group is the right financial advisor for you and your family is to get to know us. Contact us today for a complimentary consultation with one of our Certified Financial Planner™ professionals.