Harbor Lights Financial Group is an independent financial practice. This means we answer only to you, and we are committed to doing so with objectivity, in-depth knowledge and professionalism. We have no obligation to sell specific financial products.
Our team approach to every client means that you will benefit from the services of an advisor with the CERTIFIED FINANCIAL PLANNER™. This designation requires extensive training and experience. Clients receive an individualized investment plan that reflects their family’s goals, obligations and timelines, as well as our long-term commitment to helping them achieve their goals.
We value transparency in all dealings with our clients. The safety and confidentiality of your financial data are extremely important to us.
Wealthy families’ financial lives are complicated. We help untangle some of the complexity by providing referrals to specialists such as estate planners, CPAs, estate attorneys, business evaluators and appraisers.