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.

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.

Several members of the New Harbor team 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.

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.