Our Team

Safe Harbor Fiduciary, LLC is a comprehensive wealth management firm serving Northwest Florida and Southwest Alabama through financial services, tax planning and estate planning guidance. Founded by Don Moore, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

WELCOME TO SAFE HARBOR FIDUCIARY, LLC

Financial advisor, tax management, retirement specialist Pensacola, FL

Safe Harbor Fiduciary's mission is to help individuals, families, and businesses plan for a secure future through education and quality strategies. We believe no two individuals or businesses are alike which is why we are dedicated to giving clients the personal attention they deserve. Our financial solutions are as unique as our clients. At Safe Harbor we coach you to and through retirement.

Don Moore; Financial advisor, retirement specialist Pensacola, FL

Don Moore is a Registered Financial Consultant® and a Certified Estate and Trust Specialist™ with Safe Harbor Fiduciary. He and his team have over 30 years of business experience in the financial services and estate planning industry.
Mr. Moore is the author of “Your Retirement Roadmap” a book helping today’s retirees navigate the roads and potholes of retirement.
To schedule a time to discuss your financial future contact us at info@safeharbortaxadvisory.com or call us at 850-435-4844 today!

HELPFUL CONTENT

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Tax Management Strategies

If you are looking for a tax deduction, giving to charity can be a ‘win-win’ situation. It’s good for them and good for you. Here are eight thin...


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Market News

If you are looking for a tax deduction, giving to charity can be a ‘win-win’ situation. It’s good for them and good for you. Here are eight thin...


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Around the Office

If you are looking for a tax deduction, giving to charity can be a ‘win-win’ situation. It’s good for them and good for you. Here are eight thin...


Retirement

  • Retirement planning for the very long-term You’re not just saving for retirement; you’re making money last for a lifetime The world’s population is aging, rapidly. So much so in fact that roughly one in six people is expected to be 65 and older by 2050, double the ...
  • Three Documents You Shouldn’t Do Without Nobody plans to get crippled by an accident or immobilized by a terrible illness, but these sudden life-changing events do happen. In estate planning there are three particular documents individuals need to ensure they have a say in who manages their finances and ...

Tax

  • Tips on Deducting Charitable Contributions If you are looking for a tax deduction, giving to charity can be a ‘win-win’ situation. It’s good for them and good for you. Here are eight things you should know about deducting your gifts to charity: 1. You must donate ...
  • Early Retirement Plan Withdrawals and Your Taxes Taking money out early from your retirement plan may trigger an additional tax. Here are seven things from the IRS that you should know about early withdrawals from retirement plans: 1. An early withdrawal normally means taking money from your plan ...

Videos



Financial advisor, tax management, retirement specialist Pensacola, FL

March 24th, 2014: The Fed Cannot Fix Unemployment

Financial advisor, tax management, retirement specialist Pensacola, FL

Financial advisor, tax management, retirement specialist Pensacola, FL
Chief Investment Officer

With 40 years investment experience, Mr. Bertelsen joined Global Financial Private Capital as a Portfolio Manager and Managing Director in 2004. Prior to joining Global Financial Private Capital, Mr. Bertelsen was director of the value equity group for Phoenix Investment Counsel. He previously served as Chief Investment Officer at Dreman Value Advisors and Portfolio Manager of the Kemper-Dreman Contrarian and Small Cap Value Funds. He also served as Senior Vice President with Eagle Asset Management and the head of the equity investment department at Colonial Advisory Services, Inc., as well as Senior Vice President & Manager of The Colonial Fund. In addition, Mr. Bertelsen held positions with Batterymarch Financial Management, and State Street Bank & Trust Company...Read more