Safe Harbor Partners
Safe Harbor Partners (SHP), a Division of Independence Wealth Advisors (IWA), serves as fiduciary advisors dedicated to retirement plans and the needs of retirement plan sponsors. We excel at creating strategies that are unique, achievable and measureable, a stark contrast in an industry that is typically focused on products, sales, and lack of transparency. Our financial advisors act as either 3(21) or 3(38) advisors, assisting the sponsors of employee retirement plans, delivering the right services with a transparent fee structure. Our goal is to help you understand your fiduciary responsibility so you can meet its requirements – and to ensure you have a prudent process in place for making investment and plan decisions. We provide you with the necessary knowledge, tools and conflict-free support to plan for your employees’ retirement. Plan Smart. Smart Plan.
7-day free trial · no credit card
Verified contacts
1
available on Kipplo
LinkedIn employees
1
1 to 10 range
Open roles
—
no listings
Distinct roles
1
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 1 verified contacts at Safe Harbor Partners
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
1 contacts with verified email or phone · masked until revealed.
Showing 1 of 1 verified contacts
Top roles at Safe Harbor Partners
1 distinct titles indexed · top 1 shown.
- 1ceo and founder
Sign up to unlock all 1 contacts at Safe Harbor Partners
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 1 verified contacts at Safe Harbor Partners
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.