Safe Harbor Fiduciary

Safe Harbor Fiduciary is a financial planner in Ferry Pass, FL. The firm provides comprehensive wealth management services to clients throughout Northwest Florida and Southwest Alabama. With over 30 years of experience, the firm specializes in creating customized financial solutions and one-of-a-kind plans designed to help individuals and businesses secure a comfortable retirement and a brighter future for their families. The firm maintains a 5.00 rating.

The firm was founded by Don Moore, a Registered Financial Consultant and a Certified Estate and Trust Specialist. Safe Harbor Fiduciary operates with a mission centered on transparency, disclosure, and the mutual alignment of interests. The professional team includes Scott McCaghren, President and CEO, along with Patty Pemberton, Vice President of Operations, Kimberly Hemby, Marketing Director, and Karl Hanna, Financial Advisor. All employees are members of the Financial Planning Association, committing to high standards of professional competence and ethical conduct. To support their clients, the firm utilizes an objective, client-centered process that combines accessible, one-on-one advice with the support of high-level institutional specialists.

Safe Harbor Fiduciary is located on S Palafox St.

The firm is recognized for providing well-documented business information to its clients. Their commitment to professional excellence and their long-standing history of service make them a trusted partner for those seeking expert guidance in wealth management.

Safe Harbor Fiduciary provides personalized, expert financial planning to help families and businesses in the Ferry Pass area achieve long-term financial freedom.