Safe Harbor Partners

Financial ServicesUnited States0-1 Employees

Safe Harbor Partners (SHP), a Division of Independence Wealth Advisors (IWA), serves as fiduciary advisors dedicated to retirement plans and the needs of retirement plan sponsors.

We excel at creating strategies that are unique, achievable and measureable, a stark contrast in an industry that is typically focused on products, sales, and lack of transparency. 

Our financial advisors act as either 3(21) or 3(38) advisors, assisting the sponsors of employee retirement plans, delivering the right services with a transparent fee structure.  Our goal is to help you understand your fiduciary responsibility so you can meet its requirements – and to ensure you have a prudent process in place for making investment and plan decisions.

We provide you with the necessary knowledge, tools and conflict-free support to plan for your employees’ retirement.

Plan Smart. Smart Plan.

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