Safe Harbor Retirement Planners
Firm details
- Headquarters
- ,
- CRD number
- 110803
- Registered since
- June 26, 2026
- Website
- www.shretirement.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS, NATIONWIDE ADVISORY SERVICES, INC., EQUITABLE
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals59.52%
- HNWI40.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Safe Harbor Retirement Planners is an independent, privately owned registered investment adviser that serves individual and family clients. The firm lists SEC registration in 2026 and operates under an owner-type classified as individual. Its compensation model combines a percentage-of-assets-under-management fee with hourly charges. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and client-facing educational seminars and workshops. The firm does not identify as an active ESG investor and reports an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents10%
- Other5%
Contacts
3 of 6
Gregory Bowser
PresidentCRD 1581343
Eric Bowser
Retirement Income AdvisorCRD 6688596
Henry Godfrey
Vice PresidentCRD 5070756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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