New Harbor Financial
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    Different from the start.

    New Harbor’s founders began their financial careers on “Wall Street,” working at major financial services firms and investment banks. They “saw” the limitations and potential conflicts of interest in those firms, and that’s why they left.

    Our Custodian Team Profiles

    Different from the start.

    New Harbor’s founders began their financial careers on “Wall Street,” working at major financial services firms and investment banks. They “saw” the limitations and potential conflicts of interest in those firms, and that’s why they left.

    Our Custodian Executive Profiles

    In 2005, they walked away from Wall Street and opened an office on Main Street in Leominster, Massachusetts to launch a new kind of financial services firm. They purposely designed New Harbor on a human scale, with a team of like-minded advisors who are guided by sustainable practices, and focused on helping people, families and institutions achieve their financial goals.

    view of financial data on computer program

    New Harbor is anchored by honesty, integrity, and data-driven analysis. We provide clients with independent financial advice and investment management services, not bound to any particular product or provider. We serve only our clients, with a strategy to minimize investment risk and to preserve or increase the buying power of our client’s assets over time.

    The principals at New Harbor hold the Certified Financial Planner™ certification, a rigorous program which requires mastery of nearly 100 financial planning and advisory topics, and demonstrated ability to apply that knowledge to a multitude of real-life situations. We are also fiduciaries, legally (and ethically) bound to put our clients’ financial interests first; and we wouldn’t have it any other way.

    New Harbor Sign

    Just like a ship’s crew must work together as a team to safely navigate in stormy conditions, New Harbor embraces a teamwork model that is rare in our industry. We are a small group by design and we communicate constantly, drawing on our collective expertise to thoroughly debate and vet our recommendations and decisions.

    Our model stands in contrast to many other firms, where a client typically works with a single advisor and are, therefore, limited to just that advisor’s skill sets, judgment, and their tenure with that company. When you join the New Harbor family of clients, you’ll have the insights and experiences of our entire team at your disposal, working on your behalf.

    In 2005, they walked away from Wall Street and opened an office on Main Street in Leominster, Massachusetts to launch a new kind of financial services firm. They purposely designed New Harbor on a human scale, with a team of like-minded advisors who are guided by sustainable practices, and focused on helping people, families and institutions achieve their financial goals.

    view of financial data on computer program

    New Harbor is anchored by honesty, integrity, and data-driven analysis. We provide clients with independent financial advice and investment management services, not bound to any particular product or provider. We serve only our clients, with a strategy to minimize investment risk and to preserve or increase the buying power of our client’s assets over time.

    The principals at New Harbor hold the Certified Financial Planner™ certification, a rigorous program which requires mastery of nearly 100 financial planning and advisory topics, and demonstrated ability to apply that knowledge to a multitude of real-life situations. We are also fiduciaries, legally (and ethically) bound to put our clients’ financial interests first; and we wouldn’t have it any other way.

    New Harbor Sign

    Just like a ship’s crew must work together as a team to safely navigate in stormy conditions, New Harbor embraces a teamwork model that is rare in our industry. We are a small group by design and we communicate constantly, drawing on our collective expertise to thoroughly debate and vet our recommendations and decisions.

    Our model stands in contrast to many other firms, where a client typically works with a single advisor and are, therefore, limited to just that advisor’s skill sets, judgment, and their tenure with that company. When you join the New Harbor family of clients, you’ll have the insights and experiences of our entire team at your disposal, working on your behalf.

    Team Profiles

    Michael R. Preston, CFP®

    John C. Llodra, CFP®

    Justin D. Griffin

    Christine Drisco

    Katie Scheel

    New Harbor Financial Group, LLC

    146 Main Street, Suite 302
    Worcester, MA 01608
    Toll Free: 800.930.NHFG (x6434)
    978.537.7701
    978.537.7702 (fax)
    info@newharborfinancial.com

    About Us

    Founded in 2005, New Harbor Financial Group is a privately owned investment advisory firm that provides risk-managed investing and financial guidance to individuals, families and institutions.

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    Risk-Managed Investing

    New Harbor Financial Group offers fee-based asset management services to individuals, families and institutions and we advocate a disciplined investment strategy.

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    Financial Guidance

    New Harbor Financial Group’s team of Certified Financial Planner™ professionals provides individuals, families, and institutions with access to a full range of financial planning and guidance services.

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    Service In All 50 States

    New Harbor Financial Group has the ability to work in all 50 states.  New Harbor Financial Group files the appropriate documents in each state as necessary.

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