How We Started

Stage Harbor Financial was founded on a simple belief: that caring for a family’s future should be at the core of everything we do. As an independent firm, we embrace investing the substantial time to truly understand your aspirations, challenges, and family dynamics. Further, this independence means we answer only to the families we serve.

As fiduciaries, we are committed to always acting in your best interest. Our personal approach is built on trust, transparency, and the conviction that your success is our success. By building strong relationships and focusing on what matters most to you, we’re able to deliver the level of care and attention that helps your family achieve its unique vision for the future.

Your success is our success, and the attention we pay to our client relationships reflects that. 

When we founded Stage Harbor Financial, we knew we wanted to provide a greater level of care to our clients than what they might find when working with a publicly traded firm. All too often, these companies sacrifice clients’ best interests in the name of profits. We didn’t want to operate that way.

As an independent, privately owned Registered Investment Advisor, we’re not beholden to a parent company or shareholders. Our loyalty lies with you. That means we invest the time necessary to know your goals, challenges, and family dynamics, rather than taking on as many clients as possible. It means we take an integrated approach and work with the other professionals that may impact your financial plan, such as lawyers or tax accountants.

Your success is our success, and the attention we pay to our client relationships reflects that. 

Beyond the Numbers

We believe there’s a better way to deliver financial planning than simply offering one-size-fits-all solutions. Our approach is holistic and people-centric. We look beyond the numbers to see the goals, lives, families, legacies and anticipated milestones behind every plan.

Only after gaining a deep understanding of your financial path do we combine our insights with in-depth and tailored planning techniques to create a comprehensive strategy specific to you. As life changes and new opportunities or challenges arise, we adapt your plan to keep you on track toward your goals.

We know that life changes, often unexpectedly, and our deeper knowledge of our clients’ ambitions ensures we can help them adapt and adjust accordingly.

See what to expect from our comprehensive, relationship-based planning process.

People Centric Planning

Our connection with the families we serve is at the heart of everything we do. We’re committed not only to your financial well-being, but to the legacy you build-whether that means supporting future generations, charitable causes, or other personal interests.

We take the time to understand what matters most and walk beside you through each milestone, relentlessly pursuing your vision with a trusted, time-proven approach so you can move forward with clarity and confidence in your future.