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Geoffrey Burroughs, CFP®, Financial Planning Specialist, CDFA®
Harbor Investment Advisory

Tel: 410-659-8905
2330 W. Joppa Rd
Lutherville, MD 21093
Harbor Investment Advisory | Financial Advisor in Lutherville ,MD

Plan for tomorrow so you can live for today


About Harbor Investment Advisory

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.

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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:   6
Work with the following types of clients:   Individual Investors, Businesses

Services

Investment Types:   Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Your Home, Phone, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Annuity, Life, Disability, Variable Annuity, Long Term Care, Variable Life

Firm Information

Assets Managed by Firm:   $5 Billion

Compensation and Fees

Fee Structure:   Fee-Based
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

Why should I choose you as my financial advisor?

I am a fully licensed Financial Advisor and CERTIFIED FINANCIAL PLANNER I have a Business degree from Loyola College with a concentration in Finance.

What are your qualifications? What is your education background?

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.

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.

Will you be the only person working with me?

I work on both a discretionary and non-discretionary basis.

Do you offer any guaranteed results?

There are no guarantees but I promise to work with you through the entire process. The key to success is communication and reviewing your situation on an annual basis (minimum).

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Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1864145/wiseradvisor-harbor-investment-advisory-detailed-disclosure.html

    12 Years of Experience

  • CRD# 5379858
  • Insurance License# RPI146578
  • Series: 7, 31, 66

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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