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Safe Harbor Financial
Safe Harbor Financial is an SEC-registered investment adviser in STATESBORO, GA. The firm manages $62 million in assets, $56 million on a discretionary basis.
Overview
Safe Harbor Financial is an SEC-registered investment adviser in STATESBORO, GA. The firm manages $62 million in assets, $56 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Statesboro
Corporate office
Arvada, United States
Additional offices
300 Ellicott Street, Suite A, Occoquan, VA 22125 · Delaware Office (By Appointment Only)
Principals
George Reilly
Principal
Sector focus
Frequently asked questions
Who runs Safe Harbor Financial Advisors?
George Reilly, a Navy veteran, attorney, and CFP® professional, founded and runs the firm. He previously served as Navy Tax Counsel and earned his tax LL.M. from George Washington University (per firm website).
Does Safe Harbor manage client assets or sell financial products?
No. The firm explicitly does not take over management of client investments or sell any products. It provides financial planning advice on a project or hourly fee basis (per firm website).
What kind of clients does Safe Harbor serve?
Safe Harbor focuses on individuals in or approaching retirement. Its typical clients are self-directed investors who want a professional second opinion, validation of their financial plan, or help navigating the transition into retirement (per firm website).
What is the primary distinction of Safe Harbor's service model?
The firm operates on a fee-only fiduciary basis with no ongoing asset-based fees. Clients pay for specific projects or hourly engagements, which the firm notes is rare among financial advisors (per firm website).
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