New Harbor Financial Group

New Harbor Financial Group is a financial planner in Worcester, MA. This independently owned, fee-based investment advisory firm provides risk-managed investing and financial guidance services to individuals, families, and institutions. The firm offers asset management services and has the ability to serve clients in all 50 states.

Founded in 2005, the firm was established by founders who transitioned from Wall Street to avoid the conflicts of interest often found in major investment banks. New Harbor Financial Group operates as an independent fiduciary, utilizing disciplined, data-driven analysis and research-driven advice rather than hype. The team includes CERTIFIED FINANCIAL PLANNER™ professionals who focus on transparent teamwork and protecting client assets to preserve or increase purchasing power over time. As active investment managers, they manage portfolios internally rather than outsourcing to third-party managers.

The office is located on Main Street, situated a short walk from the Worcester County Court House and the Worcester Law Library. It is also near the Massachusetts College of Pharmacy & Health Sciences and the Worcester County Civil Process Division.

The firm is recognized for its commitment to professional integrity and its disciplined approach to investment management. Clients benefit from a team of experts who prioritize transparency, responsiveness, and a rigorous, research-based methodology.

New Harbor Financial Group provides dependable financial guidance and investment management to the Worcester community and beyond.

Services:

• Diagnostic Services
• Emergency Medical Services
• Financial Advisory
• Injury Care
• Investment Banking
• Medical Treatment
• Physical Therapy
• Wealth Management