Home / About

About Harborview

Professional tax planning and wealth management for clients around the world — for more than 20 years.

Harborview advisors reviewing documents with a client
Senior partner presenting a tax plan by the whiteboard

\ About Us \

More About Harborview Tax Partners

Our job is to strengthen your finances so the results last well beyond this tax season.

Harborview has been providing professional tax planning and wealth management to customers around the world for more than 20 years and was established by our founding partners in New York.

Harborview Tax Partners applies a personalized touch to help you make the right decisions about your assets. We are going to come along with you every step of the way to help you find and utilize practical solutions that will enable you to meet your financial objectives and enrich your life.

Explore Our Services
30+
Years in business
20,000+
Satisfied clients
480
In-house tax and wealth advisers
$500 M
Client assets we help manage
Harborview consultants working through client figures together

\ Clients We Serve \

Who Do We Serve?

We support several kinds of clients:

01.Individuals

Individuals rely on us to make the most of their income and savings.

02.Families

Families get clear, professional guidance on saving, protecting and passing on wealth.

03.Business Owners

Business owners receive tailored plans that keep company and personal finances in step.

04.Entrepreneurs

Our specialists have guided entrepreneurs toward their financial goals for over two decades.

\ Our Experts \

Meet Your Advisors

Dedicated consultants who study your numbers before advising anything.

Portrait of Daniel Harbor, managing partner

Daniel Harbor

Managing Partner
Portrait of Marcus Whitfield, tax strategist

Marcus Whitfield

Tax Strategist
Portrait of Jonathan Pryce, wealth advisor

Jonathan Pryce

Wealth Advisor
Portrait of Samuel Okafor, retirement specialist

Samuel Okafor

Retirement Specialist

\ Wealth Advisor \

Find the Adviser Who Fits Your Financial Needs

Contact Us