In 2005, they walked away from Wall Street and opened an office on Main Street in Worcester, Massachusetts to launch a new kind of financial services firm. They purposely designed New Harbor on a human scale, with a team of like-minded advisors who are guided by sustainable practices, and focused on helping people, families and institutions achieve their financial goals.

New Harbor is anchored by honesty, integrity, and data-driven analysis. We provide clients with independent financial advice and investment management services, not bound to any particular product or provider. We serve only our clients, with a strategy to minimize investment risk and to preserve or increase the buying power of our client’s assets over time.

Our model stands in contrast to many other firms, where a client typically works with a single advisor and are, therefore, limited to just that advisor’s skill sets, judgment, and their tenure with that company. When you join the New Harbor family of clients, you’ll have the insights and experiences of our entire team at your disposal, working on your behalf.

New Harbor Financial Group

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