A New Kind of Advice

We aren't one-size-fits-all advice.  With Harbor's planner, advice is personalized to your situation -- and to what you want.  We will equip you with the knowledge and tools to make smart choices.


Our Beliefs

 

EVERYONE DESERVES A PLAN
Technology brings high-quality planning within reach for anyone.

THE BIGGEST RISK IS DOING NOTHING AT ALL
The hard part is knowing where to start.

PLANNING IS ABOUT MORE THAN MONEY
It’s about getting what you want out of your retirement, and your life.

 

Our Team

We are a team of Harvard and MIT-educated technologists and financial professionals. We have professional training in finance, math, economics, and computer science.  We employ registered investment advisors, insurance agents, academics, and professional investors to design our experience and to deliver you the best advice. 

More than that though, we believe in financial empowerment - and that technology makes it so you don't need formal and fancy degrees or registrations to harness the power of a financial plan.


Our Mission

Our team is obsessed with making the essentials of high quality financial planning accessible to everyone, particularly those who have never had a way to take control of it themselves.