Safe Harbor Partners (SHP), a Division of Independence Wealth Advisors (IWA), serves as fiduciary advisors dedicated to retirement plans and the needs of retirement plan sponsors.
We excel at creating strategies that are unique, achievable and measureable, a stark contrast in an industry that is typically focused on products, sales, and lack of transparency.
Our financial advisors act as either 3(21) or 3(38) advisors, assisting the sponsors of employee retirement plans, delivering the right services with a transparent fee structure. Our goal is to help you understand your fiduciary responsibility so you can meet its requirements – and to ensure you have a prudent process in place for making investment and plan decisions.
We provide you with the necessary knowledge, tools and conflict-free support to plan for your employees’ retirement.
Plan Smart. Smart Plan.
Company Details
- Employees
- 1
- Address
- 6723 Whittier Avenue,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- safeharborpartners.com
- Keywords
- Portfolio Management Solutions, Fiduciary Responsibility, Product Benchmarks, Employee Education and Communication, Full-service Retirement Plan Strategies, Investment Analysis, Vendor Benchmarking, Process Driven Strategies, Fee Transparency, Plan Design Review.
- HQ
- McLean, VA
Safe Harbor Partners Questions
Safe Harbor Partners's website is safeharborpartners.com
Safe Harbor Partners's LinkedIn profile is https://www.linkedin.com/company/safe-harbor-partners
Safe Harbor Partners has
1 employees.
View email and phone details for 1
employees at Safe Harbor Partners.
Safe Harbor Partners's industry is
Financial Services
Safe Harbor Partners's top competitors are
Robert Half,
Egps,
The Retirement Advantage, Inc. (Tra),
American Retirement Association.
Safe Harbor Partners's categories are Financial Services
