Safe Harbor Partners Employee Directory
Financial ServicesVirginia, United States0-1 Employees
Safe Harbor Partners (SHP) operates as fiduciary advisors focused on retirement plans and the needs of plan sponsors. As a division of Independence Wealth Advisors, SHP emphasizes transparent, conflict-free guidance through 3(21) or 3(38) advisor roles, helping sponsors understand fiduciary responsibilities and implement prudent process for investment and plan decisions. Based in McLean, Virginia, SHP provides knowledge, tools, and support aimed at planning for employees’ retirement in a manner that prioritizes clarity and accountability. The organization positions itself within the financial services industry as a specialized partner for retirement plan governance, distinct from product-centric approaches.