Relationships based on disclosure, transparency and the mutual alignment of interests
Safe Harbor Fiduciary, LLC is a comprehensive wealth management firm serving the Northwest Florida and Southwest Alabama areas. Founded by Don Moore, a Registered Financial Consultant® and a Certified Estate and Trust Specialist™, we have developed our business by using our over 30 years of experience to reach out and nurture close, trusting relationships with each of our clients. Our mission is to help you develop a one-of-a-kind plan to secure a more comfortable retirement for yourself and a brighter future for your family.
Safe Harbor Fiduciary only employs members of the Financial Planning Association (FPA®), which is the largest membership organization for personal financial planning experts in the U.S. FPA® members are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process.
At Safe Harbor, We believe successful client relationships come from clients partnering with investment advisors who have positioned their firms to provide accessible, one-on-one client advice, while directing the support of a range of high-level institutional specialists.
Your Safe Harbor Fiduciary--Your Team and On Your Side!