First Harbor Group was founded in 1999 by principals with a united vision of providing excellent service, integrity, and leadership to our clients in the areas of personal financial planning and employee benefit design.

Our partners and employees are totally committed to providing the best solutions and exceptional customer service to every client. We bring diverse backgrounds and personalities to the common goal of helping to build a better future for you, your company, your employees, and your family. We call this United Individuality.

We use established methodologies which enable us to thoroughly understand your needs and help you achieve your goals. In fact, our methodologies are more than just words on a page. They're the processes by which we deliver the best individualized solutions to our clients every day. We tell you from the start how we're going to help you achieve your goals, so you know what to expect.

As Representatives of Securities America, one of the nation's largest and most successful independent general securities broker/dealers, we have the freedom to provide objective advice to our wealth management clients and the technology to design and track each client's unique financial plan.

Our United Benefits Advisors (UBA) affiliation brings our clients not only robust benefits and human resource technology solutions but also the combined expertise and experience of the 1,900 benefits professionals in the UBA network.