Due to the small and specialized nature of Safe Harbor Investment Advisors LLC, only a limited number of 401(k) plans can be taken on each year. Referrals from existing clients receive priority.
Our ideal clients are those established and growing businesses and organizations in Maryland, Virginia and Pennsylvania with 100 employees or less and total plan assets of $500,000 or more.
Typically, our clients view their employees as part of their extended family and believe in investing in and empowering them by putting an outstanding retirement plan in place.