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What Does Independence Mean to You?

As an independent firm, Safe Harbor Wealth Management has no obligations to investment product manufacturers and no cross sell quotas or other home office directives that may lead to conflicts of interest. We don’t spend our time in meetings or on conference calls with far-off senior management. Our sole focus is serving our clients, and we strive to act in our clients’ best interests at all times.

We provide unbiased financial strategies and investment advice, based on a thorough understanding of your unique circumstances and philosophy about wealth. We offer the benefit of our experience, education, and professional training to help our clients pursue their goals.

Independence supported by LPL Financial

Chad White and Robert Hannam along with the Safe Harbor Wealth Management team are affiliated with LPL Financial, the nation’s largest independent broker/dealer.* LPL Financial provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products. Learn more about LPL Financial

* As reported in Financial Planning magazine 1996-2013, based on total revenues.