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- Custodian
- Folio Investments · Merrill Lynch · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Safe Harbor Retirement Planners
Safe Harbor Retirement Planners is a Maryland-registered RIA focused on pre-retirees and retirees, providing retirement income planning, Social Security strategy guidance, legacy planning, and ongoing portfolio monitoring under a fiduciary standard. Portfolios emphasize ETFs and public funds aligned to risk tolerance. The firm also offers insurance solutions through an affiliated agency and uses RightCapital planning with FolioClient access and Black Diamond reporting.
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Owner & Executives
GREGORY KENT BOWSER
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #1581343
- Ownership
- 50% but less than 75%
Eric Matthew Bowser
Investment Advisor Representative
- CRD
- #6688596
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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HENRY C GODFREY
Vice President
- CRD
- #5070756
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,670,330 | $165,152 |
| Non-Discretionary | $0 | -- |
| Total | $108,670,330 | $165,152 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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