Harbor Investment Advisors is a financial planner in Aberdeen, WA. The firm provides investment advice and wealth management for clients at every stage of the financial journey, from early investors and working professionals through retirees and pre-retirees. Services include retirement planning, wealth management, peak-career wealth-building strategies, estate strategy, and a three-step process covering setup, strategy, and ongoing execution. Specialized offerings span bonds, common stock, traditional and Roth IRAs, SEP and SIMPLE IRAs, educational IRAs, brokerage accounts, treasury bills, government securities, treasury notes, variable annuities, 401(k) and 403(b) planning, college plans, profit sharing, money purchasing plans, disability income insurance, life insurance, and long-term-care insurance.
The Aberdeen office is led by Ed Klein, CEO and Investment Advisor, who has been investing for local clients for 36 years. He is a 1973 graduate of Hoquiam High School and a 1977 graduate of Washington State University. Dustin Hammond, a partner and owner, joined the team in June 2023 as an Investment Advisor. He holds a business degree from Central Washington University with multiple specializations and a green belt in lean six sigma. Gina O'Neil serves as Advisor Assistant. The team uses a collaborative approach, drawing on diverse backgrounds, education, and experience to give each client individualized attention from planning through follow-up. The firm has built a reputation for educating clients in clear, accessible terms about personal finance, investments, insurance, estate conservation, and wealth preservation.
The office sits on West Heron Street, about 0.1 miles from West Wishkah Street, and roughly 0.2 miles from the Aberdeen Post Office and Franklin Field.
With decades of combined experience and a team-based model tailored to each client's goals, time horizon, and risk tolerance, Harbor Investment Advisors serves the Aberdeen community with personalized, ongoing financial guidance.
Browse: Businesses in Aberdeen, WA · Financial Planner in Washington · Businesses in Washington
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