Harbor Horizon Financial, LLC

Overview

Harbor Horizon Financial, LLC is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm combines portfolio management and financial planning with insurance brokerage services and runs educational seminars and workshops for clients and prospective clients. Its advisory engagements are billed through a mix of asset-based fees, hourly charges, and fixed-fee arrangements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. Services appear geared toward hands-on relationships—financial planning, ongoing portfolio management for individuals and small businesses, and client education—rather than institutional or pension consulting.

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Public Holdings

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Location & Offices