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About Harbor Blue Financial

You Are More Than Just A Client–You Are Part Of Our Family


A Foundation of Trust

A Foundation of Trust

As an independent family-owned financial firm, we understand that trusting someone to take care of your financial planning takes a lot of faith. That is why we feel it is critical that you choose someone who is independent and free from outside influences.  At Harbor Blue Financial, we are proud of the fact that we answer only to you.

We're honored to walk alongside you on your financial journey. Your dreams and goals are unique - let's uncover them together. With a caring and understanding approach, we'll find solutions tailored to your situation. We walk with you, step by step, to help you gain confidence and clarity on your financial journey. Our purpose is to empower your financial well being and we succeed when you thrive.

Commonwealth Financial Network®

We partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors serve their clients.

Why Independence matters to you.

Commonwealth is independently owned and acts in the best interests of its financial advisors and clients.  As a privately held company, there is no need to worry about stock prices or keeping shareholders or a parent company happy.  Our partnership with Commonwealth supports our commitment to remain free to act in your best interest and eliminates the pressure to promote proprietary products or strategies.

Commonwealth helps us, so we can help you.

J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 10 Times in a Row!”

Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018 - 2023 Financial Advisor Satisfaction Studies. Presented on July 5, 2023 for December 2022 to April 2023, it is based on responses from 4,183 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. 


Fidelity Investments - Clearing and Custody

Our assets are held at Fidelity Investments (Fidelity) one of the world's largest and most respected financial services providers. Fidelity offers clearing, custody, and additional brokerage services to Commonwealth via National Financial Services LLC (NFS). They are known for their extensive track record of delivering exceptional customer service and providing the maximum protection coverage available.

*Fidelity Investments ("Fidelity") is an independent company unaffiliated with Commonwealth Financial or Harbor Blue Financial. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1124134.1.0

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