InnerHarbor Advisors LLC | Financial Advisor in New York ,NY

420 Lexington Ave Suite 2920
New York, NY 10170

About

InnerHarbor Advisors is an independent advisory firm committed to our role as financial advocates for our clients. We focus on assisting business owners, individuals and families achieve their short and long term financial goals. Inner Harbor Advisors gets to know every client personally. We believe this is essential in the development and implementation of a successful financial strategy.

Our firm is driven by the belief that high ethical standards are needed now more than ever and should be the most important factor in the selection of a financial advisor.

Our offices are centrally located in The Graybar Building right above Grand Central. We welcome you to a free consultation at our offices to review your financial situation.

15 Years of Experience



General Information
Name of Custodial Firm:   Pershing
States Licensed in:   New York
Number of Years with Current Firm:   4
Work Experience:   Over 15 years experience in financial services, including 10 as a trader on the floor of the New York Stock Exchange before founding Inner Harbor Advisors (IHA). IHA is an independent financial advisory committed to providing business owners, individuals and families with financial clarity and success.
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Exchange Traded Funds (ETFs) , Insurance , Mutual Funds , Bonds , Stocks
I can meet clients in the following ways:   At your office , Via email , Via phone , At my office , At your home


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Long Term Care , Life , Accident
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information
Firm's Number of Clients:   40
Firm's Number of Planning Clients:   25
Firm's Number of Managed Clients:   35
Assets Managed by Firm:   $15,000,000
Advisor's Number of Clients:   25
Advisor's Number of Managed Clients:   25
Advisor's Number of Planning Clients:   25
Assets Managed by Advisor:   $10,000,000


Compliance
Registered Investment Advisor:   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
Fee % Based on Assets:   0.75-1.25



FAQs

  • Do you have a customer satisfaction or refund policy? If a client terminates financial planning services after work has begun, they are charged only for the percentage of work already performed. If a client terminates an investment advisory agreement in the first five business days after entering, the client will be entitled to a full refund of any fees. Thereafter, either the client or the advisor may terminate the agreement at any time.
  • What are your qualifications? What is your education background? John has over 15 years of experience in financial services. He hold a BA in History from the University at Albany and a MS in Quantitative Methods and Modeling from Baruch College. In addition, John is a CFP practitioner.
  • What is your approach to financial planning? InnerHarbor Advisors, LLC has a solid financial planning process. We define your goals and current financial position. We analyze cash flow needs, both now and in the future. We provide recommendations best suited to you and aid in their implementation. We monitor and track your progress online. This allows us to refine and revise your plan along the way. We help secure your financial future.
  • What services do you offer? Our core service is the development and implementation of a financial plan that helps secure your financial future. As part of that process we also manage the investments of some of our clients.
  • How many clients do you currently manage? 25
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John O'Meara, CFP�

John O'Meara, CFP�

CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

NY NJ
CT

Office Hours

Mon. 9:00 AM - 7:00 PM
Tue. 9:00 AM - 7:00 PM
Wed. 9:00 AM - 7:00 PM
Thu. 9:00 AM - 7:00 PM
Fri. 9:00 AM - 7:00 PM