Members of Harbor Wealth’s management team boast a unique institutional and flat-fee investment background possessing more than fifty years of combined financial and investment experience. Holding the highly rigorous designations of Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), our fiduciary promise means that there are no commissions, sales quotas or third party conflicts to compromise performing in your best interest. This firm is not a CPA firm.
Jeff Burandt, CPA, CFP®
Chief Executive Officer
Mr. Burandt has been a leader in the financial services profession for more than twenty years and is a founding Principal, Shareholder and President of Harbor Wealth Management, Inc. (HWM), a professional investment advisory firm. As President of HWM, Mr. Burandt is responsible for formulating, monitoring, and supervising the investment advisory services provided to HWM clients.
Chief Investment Officer
Mr. Stewart has been in the financial services profession for more than seventeen years and is a founding Principal, Shareholder and Chief Investment Officer of Harbor Wealth Management Inc. (HWM). As Chief Investment Officer of HWM, Mr. Stewart leads HWM’s investment committee whose responsibilities include securities identification, analysis and selection, portfolio design and implementation, performance tracking, and ongoing monitoring of client investment portfolios.