"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."
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 as well as in 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, Stafford County, Alexandria, Arlington, and Loudoun County from our main office in Occoquan and available satellite office suites in Fair Oaks, Reston, Tysons Corner, Alexandria, and Arlington (Ballston). We also offer Safe Harbor fee-only financial services to clients in the Newport, Rhode Island area from our 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, with the option of a retainer fee program for clients who want to establish an ongoing relationship with Safe Harbor, is very different from most other financial planners. We also offer a service option for our clients that provides very low cost professional investment management in a collaborative relationship between Safe Harbor and First Ascent Asset Management. 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. One other difference with Safe Harbor is that our fee schedule is available right on this website so there are no surprises and no hidden fees.
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.
5 Reasons Why Safe Harbor is Different Than Other Financial Planners