Partners Doug Lockwood, Ken Roberts and Robert Tendler
Our investment philosophy has
been built with a single focus —
always do what is
best for our clients.
— Robert Tendler, CFP®, CLU

THE LOCKWOOD TEAM

THE LOCKWOOD TEAM

Focused on Your Success.
Invested in Your Well-Being.

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THE ROBERTS TEAM

THE ROBERTS TEAM

Client Communication is
our Greatest Strength

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THE TENDLER TEAM

THE TENDLER TEAM

Serving Our Clients With Excellence
Built on the Foundation of Trust

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As of January 1, 2021

25

Year in Business

500+

Households

$785M+

Assets Under Management

Setting a Course for Your Wealth

We are a team of highly accomplished advisors and CERTIFIED FINANCIAL PLANNERS™ ­— professionals who help people like you with customized strategies designed to enhance and preserve your wealth. We work to realize your financial goals, empowering you to enjoy the freedom that brings.

In the Community

See Harbor Lights Financial Group
Professionals out and about in the community.

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Begin Your Journey

We at Harbor Lights Financial Group are in business to assist our clients in the accumulation and preservation of wealth and are passionate about providing realistic solutions suitable to their needs.

What counts: the financial well-being of our clients and their families — we pursue this goal passionately.

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