The Poe Group is pleased to announce that Edward. H. (“Ned”) Worthington, IV has joined Harbor Advisory as a Vice President, Wealth Advisor and partner with the Poe Group.

Ned joins us from United Wealth Management where he spent the past decade as a Wealth Advisor, counseling high net worth individuals, families, foundations and endowments in Washington D.C., Baltimore and surrounding regions on institutional asset management, strategic and tactical asset allocation and trust and wealth transfer strategies. 

We’re proud to welcome Ned to the Poe Group. His character and experience is a natural fit for our group. Ned’s decade of fiduciary and trust management experience broadens the depth of our capabilities.

 

We are independent investment managers with a focus on retirement planning and legacy creation. It is our fiduciary duty to put our clients’ interests ahead of our own. Starting in 1973, we have taken that to heart for more than 40 years, investing through roughly 12 full market cycles, 9 US presidents, 5 Fed Chairmen, 5 recessions, 4 crashes, and countless bull & bear markets. Through it all we have witnessed and learned from amazing progress in almost all fields of endeavor throughout the world.

We believe in diversification and the power of compounding over time. As one of very few remaining teams who still manage stocks and build custom portfolios for all ages and stages of life, we seek to invest in the world’s leading businesses with predictable futures, increasing earnings and growing dividends. Through it all our clients have prospered, and our practice has grown to include dedicated operations and planning, research, due diligence, portfolio management, business development and all the resources of Harbor Investment Advisory. Today we take great satisfaction from our close relationships with clients and look forward to continuing our traditions of friendly service, honest care, and unbiased advice.

 
The Poe Group... Experienced, Professional, Dedicated to Great Service.