# Safe Harbor Retirement Planners

Safe Harbor Retirement Planners is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/safe-harbor-financial-group-md

## Regulatory record

- **CRD number:** 110803
- **SEC file number:** 801-136596
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-28T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110803

## About

SAFE HARBOR RETIREMENT PLANNERS is an SEC-registered investment adviser with $109 million in regulatory assets under management. The firm has 4 employees and 3 investment advisers. It operates with a small team.

## Questions

### What services does Safe Harbor Retirement Planners provide?

The firm offers financial planning, investment management, and retirement income strategies. It operates as a fiduciary under RIA regulations.

### Does Safe Harbor Retirement Planners invest in private markets?

No public evidence shows the firm participates in venture capital, private equity, or alternative asset investments. Its focus is on traditional retirement planning.

### Who leads Safe Harbor Retirement Planners?

The firm's principals are not identified in public sources. No named executives or advisors appear in any known directory or publication.

### Where is Safe Harbor Retirement Planners headquartered?

The firm's headquarters location is not publicly available. No address or office information has been disclosed.

### What is Safe Harbor Retirement Planners' AUM?

The firm has not disclosed its assets under management. No public filings or reports contain a figure.

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- [John A. Wolfe & Associates](https://altss.com/profile/john-a-wolfe-and-associates-inc)
- [Matrix Planning Inc](https://altss.com/profile/matrix-planning-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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