THINKING ahead for YOU

Powerfully Personal Wealth Management

Customized Wealth Management & Financial Planning

Welcome to Harbor Financial Group. We are a private wealth management firm providing exceptional service with a clearly defined process designed to help manage and preserve wealth. With offices in Charleston and Murrells Inlet, we are dedicated to helping select individuals, businesses, and non-profits make sound decisions for their financial future.

Our Process for Your Confidence

Our defined process helps us to understand your overall financial picture and your goals.  This consultative approach is what makes Harbor Financial Group.  We work to create a custom plan that coincides with your long-term objectives.

Initial Meeting

Data Gathering

Financial Planning

Plan Presentation

Implementation

Review & Monitor

A Team Working for You

Our team sets us apart from other wealth management firms. Along with your advisor – you have a complete team to support you. Whether you need help with your online accounts, go through a major life event that impacts your plan or need a reference for an attorney or CPA, Harbor Financial Group will find the solution.

We pride ourselves on responsiveness and accuracy when answering your questions. In fact, we try to get ahead of your questions with ongoing updates and tools that will help in your decision making.

Get Started Today!

Isn’t it time to work with a wealth management and financial services firm that is thinking ahead for you? Call or email us and schedule a consultation. We look forward to getting to know you!

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck