Boston Harbor Wealth Advisors is an independent financial advisory practice specializing in financial planning and investment management. Our mission is to help you and your clients achieve financial independence on your terms. We affiliated with Raymond James Financial Services, Inc. in 2015 as a five-person team managing approximately $100 million. Since then, we have grown to managing $3 billion with offices throughout the Northeast. Our team is comprised of financial advisors, client service professionals and operations specialists including a senior investment strategist, compliance officer, and a CPA *(Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional).

In our industry, most firms are offering advisors one of two things: independence and autonomy or tools and resources. What if you could have the best of both worlds? Meaning, the control and flexibility to run and own your business and work with clients your way, while leveraging a platform of industry-leading tools, technology, and resources that help you provide a comprehensive client experience. Our goal is to help you grow your business, while saving time and money.

Boston Harbor was built by people just like you – Financial Advisors. We understand the resources you need to run an efficient and profitable business because the executives of our company continue to work with clients. We are committed to our advisors and their clients because their success is our success.