Safe Harbor Financial Advisors, LLC is a financial advisory firm focused on helping people prepare for and navigate retirement. The firm is now part of MidAtlantic Wealth Partners, a Kestra company, which offers clients access to additional full-service options. Safe Harbor’s retirement-focused mission continues: to provide personalized, objective financial guidance tailored to clients’ needs, without conflicts of interest.

The firm specializes in the financial decisions involved in entering retirement or adjusting to life after work. Its services include comprehensive, individually tailored planning projects and topic-specific engagements billed by the hour or project. A cash-flow approach to retirement income planning helps clients assess how their savings and expected guaranteed income may support their needs over time. Safe Harbor also helps clients manage their own investments in a tax-efficient manner; it does not sell financial products or take over investment management.

The firm serves clients in Virginia and Delaware, including those already retired and those approaching retirement.