A Message to our Clients

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.

Harbor Advisory oversees approximately $ 5 Billion in client assets as an independent, employee owned, full-service wealth advisory firm.  Independent firms are uniquely positioned to provide access to a broader spectrum of resources from many of the world's premier research, analytical and asset managers.  No one company has a lock on all the best ideas, so the flexibility to utilize a variety of firms provides enhanced perspectives to deliver intelligent solutions.

Safety of our client's assets is always our highest priority, and therefore,  Harbor Advisory utilizes Pershing LLC, a subsidiary of Bank of New York Mellon (founded in 1784) for custody, safekeeping and clearing of our client's assets.   Bank of New York Mellon is the largest, global custodian in the world,  providing custody to more than $31 trillion in client assets.

Thank you for your business. We value it tremendously and we look forward to talking with you about our move to Harbor Investment Advisory!