NOTE - I’ve moved most of this content over to the Approach page to try to combine the two, as they really try to cover the same thing. Let me know your thoughts.
Over 20 years of independent trustee & fiduciary services
At the Harbaugh Group, we are committed to providing you with a dedicated and trusted resource when seeking personalized and flexible asset management.
For over 20 years, we have provided expert guidance to high-net-worth individuals and families as a trustee or co-trustee, as well as executorship and advisory services.
Our Philosophy of Service
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As your dedicated trustee, we get to know you and your unique needs and goals. We tailor our services to match your specific situation and priorities. You're not just another account to us.
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Our team has years of experience serving as trustees and helping clients navigate complex situations. We stay up-to-date with the latest rules and regulations to provide informed recommendations and guidance.
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We operate with the highest ethical standards and fiduciary duty to our clients. You can feel confident knowing your needs are in trusted and capable hands.
