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South Florida Business Journal: Harbor Crest Wealth Advisors Launches in Fort Lauderdale Thumbnail

South Florida Business Journal: Harbor Crest Wealth Advisors Launches in Fort Lauderdale

The South Florida Business Journal is the leading business news outlet covering Broward, Miami-Dade, and Palm Beach counties. The company’s mission is to provide business intelligence online and in print to help subscribers grow their business, advance their careers, and simplify their professional lives. The South Florida Business Journal is one of 42 business publications owned by American City Business Journals. 

In November 2019, The South Florida Business Journal covered Harbor Crest Wealth Advisors' company launch in their “News in Brief” section. "News in Brief” is an abbreviated weekly roundup on recent transactions, openings, donations, and other deals from the companies around Broward, Miami-Dade, and Palm Beach counties. 

Helmed by founder and CEO Mike Hennessy, Harbor Crest Wealth Advisors is a fee-only registered investment advisor that serves families, business owners, retirees, and boaters across South Florida. The financial advisory firm’s services include tax planning, retirement planning, education planning, insurance and risk management, investment management, estate planning, and employee benefits planning. Harbor Crest Wealth Advisors is a member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), CFA (Chartered Financial Analyst) Institute, CFP (Certified Financial Planner) Board, Fee Only Network, and XY Planning Network. 

Harbor Crest Wealth Advisors takes complex problems and simplifies them into a personalized, strong plan of action. They build a plan that encompasses not only one’s investments — they help clients navigate all of the emotional and financial adjustments along the way. Hennessy’s decision to launch Harbor Crest Wealth Advisors was fueled by the desire to help the South Florida community find financial freedom through disciplined financial planning and investment solutions. Previously, Hennessy worked on the institutional side of the financial planning business for ten-plus years, as a portfolio manager and trader with BlackRock in New York City and a hedge fund in Boca Raton, Florida.