The New Harbor Team Advantage
One of the many unique aspects of our firm is that we use a team-based approach. Because we’re a small group, you’ll have the insights and experience of our entire team at your disposal. Our approach has other benefits, too: It means that we draw on our collective expertise to thoroughly debate and vet our recommendations and decisions. This is in contrast to many other firms, where you might work with a single advisor and are limited to just that advisor’s skill sets, experience, judgment — and tenure —with the company.
Experience, commitment . . .
When you partner with New Harbor Financial Group, you’ll be working with a team that has impressive professional credentials, vast practical experience, and a shared pursuit of excellence in everything that we do. All our advisors hold the rigorous Certified Financial Planner™ certification. In addition to requiring mastery of nearly 100 financial planning and advisory topics, the CFP® certification requires that recipients be able to apply deep financial planning knowledge to a multitude of “real-life” situations. With New Harbor Financial Group, you’ll know you’ve got committed professionals on your team.
. . . and passion
Just as important as our credentials is the passion our team has for what we do. We feel privileged to be able help individuals and families achieve the financial confidence necessary to live the life of their dreams. And we love what we do.
To learn more about individual members of our team, read our executive profiles.