New Harbor Financial

New Harbor’s founders began their financial careers on “Wall Street,” working at major financial services firms and investment banks. They “saw” the limitations and potential conflicts of interest in those firms, and that’s why they left.

In 2005, they walked away from Wall Street and opened an office on Main Street in Worcester, Massachusetts to launch a new kind of financial services firm. They purposely designed New Harbor on a human scale, with a team of like-minded advisors who are guided by sustainable practices, and focused on helping people, families and institutions pursue their financial goals.

New Harbor is anchored by honesty, integrity, and data-driven analysis. We provide clients with independent financial advice and investment management services, not bound to any particular product or provider. We serve only our clients, with an investment approach designed to manage risk and with the goal of helping clients preserve purchasing power over the long term.