The Ward Halleron Group

Welcome to the Ward Halleron Group website,  where you'll find a wealth of information on our practice.  We specialize in providing strategic investment solutions for high net-worth clients, as well as assisting Corporate Retirement Plan Sponsors with retirement plan design and investment consulting.  

The Ward Halleron Group was recently named among the 2018 Top 401 Advisers in the Defined Contribution space by the Financial Times. In addition, Charles Russell Ward (Rusty) was recently named a 2018 Baltimore Five Star Award Winner--joining a select group of Baltimore Area Financial Planners rated independently on long-term client retention, financial professional credentials, favorable regulatory history, educational and professional designations, and number of client households served.  Only 13% of the 1759 award candidates in the Baltimore area received this prestigious award.

We are part of Harbor Investment Advisory, LLC, an independent broker-dealer and SEC registered investment adviser. As a member of FINRA, SIPC, and MSRB, we are a boutique wealth management firm overseeing over $4 billion in client assets. Founded in 2009 as an independent and private company, Harbor Investment Advisory, LLC partners with Pershing, LLC (a Bank of New York Mellon Company) to provide premier custody, clearing, and financial business solutions.