Pine Harbor is a fee-only, fiduciary registered investment adviser in Fairfax, Virginia — serving individuals and families across the United States.
"Hi, I'm Davey. I'm the founder of Pine Harbor, and I'm glad you stopped by."
I live in Falls Church, Virginia, just outside Washington, DC, with my wife, Courtney, my daughter, Priya, my son, Cooper, and our dog, August. I started Pine Harbor because I believe financial advice should be personal, transparent, and free of the conflicts that come with commissions and product sales.
Our team is passionate about working closely with clients to guide the financial decisions — big and small — that shape the life you want. However we can help you and your loved ones, we're here for you.
We're paid only by our clients — never by commissions or product sales — so our advice stays aligned with your interests.
As an SEC-registered investment adviser, we're held to a fiduciary standard: your best interest comes first, in writing and in practice.
We seek to outperform markets, not outguess them — relying on time-tested strategies to compound wealth for generations.
We're independently owned and custody client assets at Schwab and Fidelity — institutions chosen for strength, service, and cost.
A relaxed, no-pressure introductory call is the best place to start.