At Harbor Financial, Inc. we are looking to serve people who are busy doing what they do best, whether running a Fortune 500 company or running a household.  The common factors of our clients are that they are busy and recognize the benefit of having professional guidance coupled with all the information and technology available. 

The clients we are looking to work with have the following characteristics:

  • They are business owners, founders, entrepreneurs, or C-Suite executives
  • People who love to travel, like fine wine and other luxuries
  • Married with or without children
  • Single with or without children
  • Adventurous, ambitious, and outgoing (upwardly mobile)
  • Have household incomes of $200,000+ a year and/or household investible assets of $1,000,000+ (or expect to in the next 2-3 years)
  • Based in the USA
Does this describe you?

If yes, then we should have an introductory conversation to get acquainted.

There is an unlimited amount of information and tools online, but my experience has been that busy people often do not follow through unless they work with a qualified professional that will work with them on a regular basis.  Identify needs and wants, create a plan, implement a plan, review and update plans with your ever-changing life goals and objectives.

Tell us what is important to you.

  • What stage of life & business are you in?
  • What is the single most important thing you want your money to do for you?
  • We build a highly customized financial & investment plan for you.
  • Based on your hopes, dreams & goals for the future we leverage technology with our expertise to build an actionable plan for you.
  • We then implement and monitor.

Once you are set up, we continue to monitor and adjust your strategies as life happens.

Our mission:

To help our clients work towards their hopes, dreams & goals in an ever changing and more complex world by cutting through the confusing information and focus on achieving those objectives.

Get Started

Have specific investment or portfolio questions?

Contact us today!

Life is too short, why not enjoy now while planning for your future.  Let us take the pressure from you and help you put in place a plan for you and your family.

Stephen J. Levine is an Investment Advisor Representative and owner of Harbor Financial, Inc., who works with busy Entrepreneurs, Founders, Business Owners, Startup Companies, and their families. From startup through exit, combining human advice with technology, he helps you work towards your hopes, dreams & goals.