Safe Harbor Wealth Advisors

Financial ServicesOhio, United States2-10 Employees

Safe Harbor Wealth Advisors is an independent Registered Investment Advisor firm operating in financial services. Based in Dublin, Ohio, the firm provides a broad suite of wealth management services targeted at individuals planning for retirement, approaching retirement, or already retired, including retirement income planning, asset protection, Social Security analysis, estate and tax planning, and long-term care solutions. By functioning as an independent advisor, Safe Harbor emphasizes access to a variety of carriers and products to tailor strategies to each client’s goals and risk tolerance. The company also offers services such as Medicare planning, wealth transfer strategies, and lifetime income planning to support clients in managing retirement risks and protecting wealth.

Founded with the aim of simplifying retirement planning and reducing client worry, Safe Harbor positions itself within the financial services industry as a local firm focused on holistic retirement planning. A recent development noted in regional press is the introduction of a Buffer Strategy Program designed to help Central Ohio investors navigate market volatility. The firm operates with a small professional team and serves clients in the Ohio region from its location in Dublin.

Sign up for free to view info

Email Format Employee directory