Get Your Financial Readiness Report Card Today! 

Getting your best financial "grades" involves much more than just investing and saving -- you need a Financial Plan to get the most out of your life.

This short no-cost, no-obligation quiz from Safe Harbor Financial Advisors will help you determine your own financial readiness. Do you make the grade? 


"A penny saved is a penny earned."
"An investment in knowledge always pays the best interest."
"By failing to prepare, you are preparing to fail."
--Benjamin Franklin--

Safe Harbor Financial Advisors uses these time-tested principles of Benjamin Franklin as the foundation of our service model. We are fee only financial planners who serve clients throughout Northern Virginia and now Rhode Island with our holistic approach that does not focus solely on investments or retirement savings. We understand that personal finances can be complicated and confusing. We also know that financial independence is a critical element to achieving Peace of Mind, particularly as you approach or are in your retirement years.  We work with you to ensure that you understand your personal financial situation and what you need to do to achieve your goals. We want you to have the knowledge and confidence to plan for your financial independence.

Safe Harbor's fee only financial advisors serve clients in Fairfax County, Prince William County, Alexandria, Arlington, and Loudoun County from our main office in Occoquan and satellite office suites in Fair Oaks, Reston, Tysons Corner, Alexandria, and Arlington (Ballston). We now offer Safe Harbor fee-only financial services to clients in the Newport, Rhode Island area from our new satellite office in Portsmouth, RI. See our Contact Page for more information or visit www.SafeHarbor-RI.com.

Our approach, charging an hourly or project fee for our services, is very different from most other financial planners. As members of the nationwide Garrett Planning Network of fee only financial planners we act as a fiduciary for our clients, which means we must work only in the client's best interest and avoid any conflicts of interest.

We invite you to contact us to arrange a no-cost, no-obligation "get acquainted" meeting to learn more about how Safe Harbor can help you manage your own money.


New for 2016: Now serving clients in Rhode Island
from our Portsmouth, RI satellite office!

Visit www.SafeHarbor-RI.com for more information.


Why Fee-Only Planning?

What is a fee-only financial planner? How does being fee-only differ from other types of planners? Why you need to learn the difference—it could cost you thousands of dollars if you don’t! 

Our Services and Fees

Whether you need a comprehensive financial plan or just have questions about educational planning, retirement readiness, or when to take Social Security benefits, (or other issues) Safe Harbor offers the right level of service at a reasonable cost.

Helpful Resources

As the old TV ads used to say, “an educated consumer is our best customer.” Our resource page is a great place to learn more about personal finances and the issues we can assist you with here at Safe Harbor.

Our Blog

Read our latest posts for current information on personal finance, investments, taxes, and other fun topics!

Get in Touch

Need some personalized advice?

That is our mission. Get in touch with a member of our team and we will get started guiding you to your own financial safe harbor.



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