The Harbor Wealth Advisory Group
Baltimore, MD
Our team is set apart by a rare combination of experience and perspective.
The Harbor Wealth Advisory Group
Baltimore, MD
The Harbor Wealth Advisory Group
Baltimore, MD
The Harbor Wealth Advisory Group
Baltimore, MD
The Harbor Wealth Advisory Group
Baltimore, MD

Our team is set apart by a rare combination of experience and perspective.
Our team has developed and refined a process to help our clients put all the pieces of their financial puzzle together. It’s a dynamic process that adapts as clients lives and needs evolve, helping them to look to the future with anticipation as opposed to apprehension. We call it our D3 process, which stands for discover, design, and deploy.
Recent Insight
Meet our Team
Philip A. Lazzari
Senior Partner, Managing Director
Mark D. Stevens, CRPC®
Senior Partner, Managing Director
Eric Watson
Senior Partner, Managing Director
Dave Woolford
Partner, Managing DirectorErin S. Stoecker, CFP®
Planning AnalystPress
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Snowden Lane Partners Included in Barron’s 2020 Top 100 RIA Firms Ranking
September 2020 - Press Release
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Snowden Lane Partners Makes Financial Times 300 Top RIAs List for Fifth-Straight Year
June 2019 - Press Release
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Retirement planning 10 years after the financial crisis
June 2018 - InvestmentNews
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Address Clients’ Volatility Fears Head-On
November 2016 - WealthManagement.com
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November 2016
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When to ignore this client request
May 2016 - Financial Planning
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The Strategic Rationale for Advisors and Accountants to Work Together
October 2015 - On Wall Street
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Obama: Financial advisers must act in clients’ best interest
February 2015 - Baltimore Sun
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September 2014 - Press Release
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Snowden Lane breaks out of Merrill mold, hires four from UBS
October 2014 - Reuters
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Top advisers break away for chance to own equity
October 2014 - InvestmentNews
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Boutique Firm Snowden Lane Adds $400M UBS Team
September 2014 - ThinkAdvisor
The Harbor Wealth Advisory Group
The Warehouse at Camden Yards
323 W. Camden Street, Suite 675
Baltimore, MD 21201
(410) 844-9301