Harbor Investment Advisory is a full-service investment firm focused exclusively on serving wealthy individuals, families, and institutions. We provide integrated portfolio management solutions for clients seeking superior service and expert advice. As a private and independent firm, we are uniquely positioned to provide access to a broad spectrum of resources from many of the world’s premier research, analytical, asset management, and investment advisory companies.

We feel being a large organization is less important than having the focus and professionalism to deliver superior service for our clients. Our primary business is offering investment and wealth management services, allowing us to concentrate our efforts to provide a sophisticated suite of products and resources directly for the benefit of our clients.

Harbor Investment Advisory is headquartered in Baltimore County, Maryland serving select clients throughout the United States.

Harbor Investment Advisory

Fred Hill

Ray Dean

Paul Fox

Ryan R. Cuomo

Stephen Kelly

Russell Ward

Janet Marquardt

The Financial Advisory team at Harbor Investment Advisory provides personalized financial planning and wealth management services to affluent individuals, families, and institutions. Leveraging their extensive expertise and industry certifications, they tailor investment strategies, retirement plans, and fiduciary solutions to help clients achieve their financial goals. Positioned within a boutique firm, the team offers unparalleled access to premier research and asset management resources, ensuring comprehensive and sophisticated financial guidance.

Financial Advisory

Management

Leadership Team

Financial Advisory

About

Team members

Other teams at Harbor Investment Advisory

Management

Leadership Team