Our Qualifications

The Ward Halleron Group at Harbor Investment Advisory offers non-proprietary product solutions, encompassing equity research, market analytics, manager/investment due diligence, asset allocation analysis, financial planning software, and portfolio reporting systems. Harbor Investment Advisory is an independent wealth management firm, existing solely to serve its clients' best interests. We serve our corporate and private clients with objectivity, integrity, and trust at the core of our business.

The Ward Halleron Group also offers retirement plan advisory services to plan sponsors. This includes investment consulting and employee education, enabling plan sponsors to meet their ongoing plan fiduciary obligations while delivering a competitive retirement plan program to their employees.