Broker Check

How We Support Advisors

Support to Serve Your Clients Like Only You Can

Support to Serve Your Clients Like Only You Can

At Safe Harbor Financial, we believe that empowering advisors with the right support is key to delivering unparalleled service to clients. Whether you need access to cutting-edge technology, want mentorship from experienced professionals, or just need to offload daily tasks, we’ll give you the support you need so you can focus on your clients. 

Resources to Help You Build Your Practice Your Way

Human Resources

We provide dedicated human resources support, offering assistance with recruitment, training, and ongoing professional development. 

Backoffice Support

From technology integration to compliance assistance, our backoffice support helps streamline administrative tasks so you can focus on your business. 

Practice Development

Our practice development support goes beyond mentorship: we provide the guidance and tools to develop and execute a customized growth plan.

New Client Onboarding

Safe Harbor simplifies the onboarding process for new clients by providing you with streamlined tools and resources.

Harness Powerful, Leading-Edge Software

Stay In-Sync with AdviceWorks<span>&#174;</span>

Stay In-Sync with AdviceWorks®

AdviceWorks® equips advisors with powerful tools to track portfolio performance, market trends, and other critical indicators. Whether you’re analyzing performance across multiple asset classes or evaluating macroeconomic trends, data and metrics enable you to stay up-to-date and make timely, informed decisions that benefit your clients.

Connect &#38; Nurture Your Audience with MarketingCentral

Connect & Nurture Your Audience with MarketingCentral

In collaboration with Cetera, Safe Harbor offers a suite of marketing materials including email campaigns, social media posts, and website content. The platform's intuitive interface makes it easy for you to personalize and schedule your marketing efforts so you can stay in touch with clients on a regular basis.

Build Your Own Succession Plan with Legacy Builder

Build Your Own Succession Plan with Legacy Builder

Don’t just think about your practice today; think about your legacy in the future. With Legacy Builder, you’ll have access to full-service solutions designed to ensure you have a continuity and succession plan in place with a qualified buyer ready to continue your legacy. With this tool, you can make sure you’re securing your legacy.

Teams to Support Your Client Strategies

Wealth Management Solutions

Wealth Management Solutions

Advanced Planning Team

Advanced Planning Team

Retirement Planning Solutions

Retirement Planning Solutions

A Powerful Network of Support

A Powerful Network of Support

With Safe Harbor and Cetera, we'll never treat you like a number, but these numbers help tell our story. 

Independence is our core—but the greatest value comes when people's independent spirit and ideas form a community. Our collective skills have allowed us to build an institution with the size, credibility and experience to create more: more connection, more growth and more dreams realized.

Get the Freedom to Build the Business You Want
And a Partner Who Can Help

We believe in providing you with the freedom to build your business on your terms. It’s simple: don't change what you're doing; instead, let's work together to build a better version of what you want. Contact us today, and let's see what we can build together.

Let's Connect