Navigate Your Financial Future With Confidence Today
For over 20 years, Harbor Financial Planning Group has provided disciplined, fee-based investment management and comprehensive financial planning to individuals, families, and institutions across Greater Boston and beyond.
Practice Areas
Comprehensive financial planning and risk-managed investment advisory services for individuals, families, and institutions.
Risk-Managed Investing
Our disciplined investment approach protects your assets in downturns and grows purchasing power over time. We manage portfolios in-house — never outsourced.
trending_upComprehensive Financial Planning
CFP professionals craft holistic plans covering retirement, education, estate, and tax strategies tailored to your unique goals.
Retirement Planning
Build a retirement roadmap with confidence. We analyze Social Security, pensions, investments, and spending to ensure your money lasts.
Institutional Advisory
Fiduciary investment management and planning for foundations, endowments, and businesses seeking disciplined, transparent advisory services.
20+
Years Experience
2000+
Clients Served
20+ Years of Independent Financial Guidance
Certified Financial Planners
Multiple CFP professionals on staff ensuring the highest standard of fiduciary financial advice.
Independent & Fee-Based
We're not bound to any product or provider. Our recommendations are driven solely by your best interests.
Team-Based Approach
Your plan is managed by a team of specialists, not a single advisor — ensuring continuity and diverse expertise.
Trusted by Families & Institutions
Our clients value our disciplined approach, transparent teamwork, and fiduciary commitment.
"Harbor Financial has been managing our family's investments for years. Their disciplined approach kept us steady during volatile markets while still delivering solid growth."
Robert M.
Worcester, MA
"The team-based approach gives us real peace of mind. Every time we call, someone who knows our plan is available to help. Their financial planning is thorough and transparent."
Susan T.
Boston, MA
"We switched from a big brokerage and the difference is night and day. Harbor truly acts as a fiduciary. Our retirement plan has never been clearer."
David & Karen L.
Newton, MA
Book Your Free Consultation
Pick a time that works. We'll call you to discuss your needs.
Or call us directly at 978.537.7701
Take control of your financial future. Start here.
Schedule a free consultation. We'll review your financial plan and identify opportunities you may be missing.