Safe Harbor Fiduciary
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-
Address
700 S Palafox St #300
Ferry Pass, FL -
Phone
(850) 435-4844 -
Website
safeharborfiduciary.com
Location
About Safe Harbor Fiduciary
Safe Harbor Fiduciary is a Financial Planner in Ferry Pass, FL, located at 700 S Palafox St #300. The firm provides comprehensive wealth management services to individuals and businesses across Northwest Florida and Southwest Alabama. With over 30 years of experience, the team offers customized financial solutions, retirement planning, and investment advice. Safe Harbor Fiduciary holds a 5.00 rating based on customer reviews.
Founded by Don Moore, a Registered Financial Consultant and a Certified Estate and Trust Specialist, the firm focuses on building relationships based on disclosure, transparency, and the mutual alignment of interests. Safe Harbor Fiduciary employs only members of the Financial Planning Association, ensuring that advice is delivered through an objective, client-centered, and ethical process. The firm aims to help clients develop unique plans for a comfortable retirement and a brighter future for their families.
The team includes Scott McCaghren, President and CEO; Patty Pemberton, Vice President of Operations; Kimberly Hemby, Marketing Director; and Karl Hanna, Financial Advisor. They provide one-on-one client advice supported by high-level institutional specialists. The firm also offers educational resources through webinars on retirement investments, weekly market analysis podcasts, and newsletters featuring articles from accredited sources such as Forbes and AARP.
Safe Harbor Fiduciary is known for its commitment to professional competence and ethical conduct, reflected in its perfect 5.00 rating from customers who have reviewed it. The firm stands out for its personalized approach, ensuring that no two financial plans are alike. Its dedication to transparency and client trust has established it as a reliable partner for wealth management in the region.
Safe Harbor Fiduciary combines decades of fiduciary expertise with a personalized touch, making it a trusted financial partner for Ferry Pass residents and the broader Northwest Florida community.
BizScoreAI assigns Safe Harbor Fiduciary an Authority score of 75 out of 100. This metric measures whether the website shows who is behind the business, which serves as a trust signal for AI assistants and search engines when deciding whom to recommend.
Score Summary
BizScoreAI scanned the website safeharborfiduciary.com on August 1, 2026. Safe Harbor Fiduciary has a BizScore of 40 out of 100.
- AI Visibility27 out of 100
- SEO43 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 0 of 25 points, Structured Data 0 of 25 points, Content Readiness 13 of 30 points, AI Trust Signals 14 of 20 points.
Website audit sub-scores (out of 100): On-Page 41, Technical 62, Performance 46, Content 23.
Strengths: 3 checks passed. AI Content Blocking, About/Team Page, XML Sitemap.
Areas to improve: 7 checks. llms.txt (failed), Structured Data (failed), Content Too Thin (failed), Q&A Content (warning), Weak Heading Structure (warning), Meta Description (warning), Author Signals (warning).
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AI engine reads
Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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