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Harbor Group
Harbor Group is an employee-owned wealth advisor founded in New Hampshire more than 40 years ago. Offers fee-only financial planning for families.
Harbor Group
Harbor Group was founded in New Hampshire more than four decades ago as an employee-owned wealth advisory firm. The firm's structure as a fee-only fiduciary is central to its stated model, designed to align advisor and client interests without third-party commissions. The firm serves a client base with investable assets of at least $1 million. Strategy centers on personal financial planning rather than proprietary investing. Harbor Group covers retirement planning, estate and transfer planning, insurance review, tax planning, charitable giving, and 529 college savings. The firm does not appear to maintain a direct investment portfolio or alternative asset allocation distinct from client-directed public market holdings. Geography remains New England-focused, serving families from its single Bedford, New Hampshire, office. The employee-ownership model is meant to ensure continuity over long client relationships. The firm says it expects to remain independent for at least another 40 years. Team size and total assets under management are not publicly disclosed. No additional offices, philanthropic vehicles, or operating businesses are indicated. Harbor Group's structural differentiator is its deliberate focus on comprehensive planning for high-net-worth families in a specific region, rather than asset accumulation or alternative investment. The firm's longevity as an independent, employee-owned practice in a single location distinguishes it from nationally consolidating firms.
General information
Firm type
RIA
Year founded
1983
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Bedford
Corporate office
Bedford, NH, United States
Sector focus
Frequently asked questions
What investment services does Harbor Group offer?
Harbor Group provides retirement planning, estate and transfer planning, insurance and risk review, tax planning, charitable giving strategies, and 529 college savings plans. The firm operates as a fee-only fiduciary, meaning its recommendations are not influenced by third-party commissions (per the firm).
How is Harbor Group structured?
Harbor Group is employee-owned and operates as a fee-only registered investment advisor. The firm emphasizes that it has been independent for over 40 years and aims to remain so for at least another 40. It is not owned by a bank, insurance company, or private equity firm (per the firm).
Does Harbor Group invest in alternatives or private deals?
Harbor Group's service list includes only traditional wealth management categories: retirement, estate, tax, insurance, charitable giving, and college planning. The firm does not publicly discuss direct private equity, venture capital, or hedge fund investments as part of its offering.
Who is Harbor Group's typical client?
The firm serves families with investable assets of at least $1 million, with exceptions for those demonstrating strong savings potential (per the firm). Clients tend to be multi-generational families who delegate full financial management, including retirement, education funding, and charitable planning.
Where is Harbor Group located?
Harbor Group operates from a single office at 331 South River Road, Bedford, New Hampshire 03110 (per the firm). No additional offices are mentioned in public materials.
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