Harbor Investment Advisory | Financial Advisor in Lutherville ,MD

2330 W. Joppa Rd
Lutherville, MD 21093
Phone: (410) 659-8905

Plan for tomorrow so you can live for today


About

I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives.
I concentrate on doing three things for my clients and ask one in return. I help them:
- Simplify their financial lives
- Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement
- Build a legacy for the ones they love and the things they care about.
What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.

7 Years of Experience



General Information
Insurance License#:   RPI146578
Name of Broker/Dealer:   Harbor Investment Advisory
Name of Custodial Firm:   Pershing LLC
States Licensed in:   MD, CT, NY, FL, VA, AK, AZ, CA, DE, GA, KY, OH, NJ, PA,
Number of Years with Current Firm:   2
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Annuities , Insurance , Alternative Investments , Stocks , Mutual Funds , Bonds , Options & Futures , Commodities , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Annuity , Disability , Life , Long Term Care , Variable Annuity , Variable Life
Firm Information
Assets Managed by Firm:   $1.8 Billion


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   250000
Compensation Methods:   Based on Assets


Education
Bachelor of Business Administration  - Finance  University of Loyola, Maryland - Maryland
September 1997-May 2014



FAQs

  • What are your qualifications? What is your education background? I am a fully licensed Financial Advisor and CERTIFIED FINANCIAL PLANNER(TM) I have a Business degree from Loyola College with a concentration in Finance.
  • What is your approach to financial planning? I take a client first approach. I encourage involving your other trusted advisors such as a CPA and Estate planning attorney in the financial planning process. A collaborative approach ensures all the pieces of your plan are working in unison.
  • What services do you offer? I am a full service financial planner, but I have a specialization in retirement income management.
  • How are you compensated? How will I pay for your services? I charge a one-time fee, depending on the complexity of your situation, to build the plan. If you want help implementing the recommendation, we will customize a pay schedule.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? I work on both a discretionary and non-discretionary basis.
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Geoffrey Burroughs

Geoffrey Burroughs

CDFA, Financial Planning Specialist, CERTIFIED FINANCIAL PLANNER™ Certificant