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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Optima quantumHarbor insight
- Established Date
- 10-25-2024
- Office Locations
- 1
Office Locations
About Harbor Horizon Financial, LLC
Harbor Horizon Financial is a fee-only, fiduciary planning and investment management firm in Wilsonville, OR serving clients nationwide. The practice focuses on business owners/entrepreneurs, high-earning professionals, retirees, and families, with work spanning proactive tax planning, business exit planning, retirement income planning, and coordinated planning alongside clients’ CPAs and estate attorneys. Portfolios are largely ETF-based; custody includes Schwab.
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Owner & Executives
GARRETT DRESEN
Associate Advisor, Chief Compliance Officer, Owner
- CRD
- #7245290
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,240,905 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,240,905 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,240,905
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,653,258,054 | 35.5% |
| Cash | $1,562,058,967 | 20.9% |
| Public Funds | $568,021,443 | 7.6% |
| U.S. Government/Agency | $2,690,627,885 | 36.0% |
| Total | $7,473,966,349 | 100.0% |