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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.

Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. It's that infrastructure–and the always expanding wealth of resources it provides–that makes it easier for us to provide you with the best possible guidance and the prompt, personal service you expect and deserve.

Why Independence matters to you.

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.

By partnering together, it allows us to focus on what we do best...helping our clients achieve their financial goals.

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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