A Collaborative Team Approach
Experienced professionals working together to support your financial life.
Our Approach
At Harbor Wealth Advisors, we believe great advice comes from collaboration. Our team brings together a range of experience and perspectives to deliver thoughtful, well-rounded guidance.
We prioritize long-term relationships, transparency, and consistency—so you always know who you’re working with and what to expect.
What you Can Expect
- A dedicated advisory relationship
- A coordinated team behind your strategy
- Consistent communication and ongoing support
Our Team
Central New York
Western New York
Northern New York
North Eastern Ohio
Our Support Staff
Our Partner
Harbor Wealth Advisors has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development, and operational support Harbor Wealth Advisors needs. In turn, this allows the team at Harbor Wealth Advisors to give clients like you the service they deserve.
IFP fully supports financial professionals’ independence, allowing our firm to take advantage of the many services they offer while putting your interests above all else. We’re also able to leverage their network of financial professionals and subject matter experts from across the nation to address even the most complex needs of our clients.
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. Their firm’s independent platform empowers financial professionals through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences.