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Geoffrey Burroughs, CDFA, Financial Planning Specialist, CERTIFIED FINANCIAL PLANNER™ Certificant
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:   Businesses, Individual Investors

Services

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

Qualifications & Memberships

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

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Faqs

Why should I choose you as my financial advisor?

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 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 do you charge for your services?

I am a full service financial planner, but I have a specialization in retirement income management.

How many clients do you currently manage?

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.

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    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

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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