The Harbor Group

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The Harbor Group was founded by Financial Advisor and Estate Attorney Mark D. Holt, J.D. as an independent investment and estate planning firm. We represent our client's interests in the investment marketplace so that they may retire and live successfully, according to their life and wealth goals. We are unique in that we represent our clients'. Meaning that we do not work for a particular investment firm or bank. We specialize in navigating our retired and pre-retirement clients through the complex rules and regulations surrounding IRA & 401k accounts, retirement income planning and pension planning as well as Medicare planning. We develop customized strategies, encompassing investments, estate planning, insurance and taxation issues. We pride ourselves in coordinating each client's personal team of advisors to ensure proper implementation so to best meet our clients' life planning objectives. If you need expert financial advice and assistance, we'd be happy to help.