Broker Check
Our Process
Our History
Our Values
Our Resources

The best way to miss out on life is to worry about money.

Pursue Meaning | Steward Money

Life Centered Financial Planning

The realization of your biggest dreams often begins with a plan. Our team of independent advisors make recommendations that align not only with your needs, but with how you want to live now and in the future.

Life Centered Financial Planning is living the best life possible with the wealth you have. It is using money as a tool instead of making money the goal.

Learn more

Utilizing holistic financial planning we can Discover where you are now and Design a plan for where you want to be in the future.

Learn more

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Learn more

The clients we best serve want ongoing support and guidance in managing their wealth. They value insight and expertise and are open and collaborative, wanting to create lives of meaning. They are not looking for just a one-time service but for someone to coach, guide, recommend and implement strategies to help make their goals a reality.

Learn more

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

The Harford Story

What started out as two founders who embodied small town values -- grit, resilience and empathy, to name a few -- blossomed into an accomplished organization dedicated to creating lives of meaning.

“Harford has heart,” says Melissa Mullan, long-time advisor. It’s a fiber that weaves through every thread of Harford. From our gracious and grounded clients who seek a collaborative partnership to our team, many of whom joined Harford early in their careers and never left.

More About Us
A Meaningful Life Starts With a Relationship

A Meaningful Life Starts With a Relationship

Our team of credentialed and collaborative life-planning advisors are here to be your financial stewards and partners.

Whatever your goals, we can help you put together a plan – with minimal hassle and maximum results.

Meet Our Team
<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More
<p>Should You Tap Retirement Savings to Fund College?</p>

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More
<p>Understanding Long-Term Care</p>

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.
Learn More
<p>The Half Million Dollar Baby</p>

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
Learn More

Tell Us How We Can Help You Today!

Thank you!
Oops!