Advisor at Safe Harbor Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Safe Harbor Financial Advisors, LLC
Location
Fairfax, VA
Credentials
CFP®
Industry experience
11 years
George Reilly is a CFP® professional with 11 years of experience in financial advising. He is the principal at Safe Harbor Financial Advisors, LLC and concurrently maintains a legal practice at Reilly Law, PLC, as well as ownership of a tax-preparation business. His background includes roles at Dunlap Bennett & Ludwig, PLLC and Zeiders Enterprises. Safe Harbor Financial Advisors provides financial planning and educational services to individual clients and small business owners, focusing on retirement planning, risk management, and employee benefits. The firm emphasizes client education and financial planning without directly managing client assets, often referring clients to third-party investment managers when appropriate.
Based on Safe Harbor Financial Advisors, LLC
Based on Safe Harbor Financial Advisors, LLC
Based on Safe Harbor Financial Advisors, LLC
Fixed fees up to $4,000 for financial planning projects, minimum fee $700
$350 per hour, billed in 15-minute increments, minimum fee $700
Minimum fee: Minimum fee of $700 for both hourly and fixed fee engagements Fee-only: Hourly fee of $350 per hour; fixed fees up to $4,000 for project-based financial planning
Fairfax, VA
Delaware · Virginia
Dunlap Bennett & Ludwig, PLLC
2024 - Present (2 years)
Safe Harbor Tax Services, LLC
2019 - Present (7 years)
Zeiders Enterprises
2014 - 2018 (4 years)
Reilly Law, PLC
2010 - Present (16 years)
Safe Harbor Financial Advisors, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
Series 65
Brambleton, VA
Simplify Investments
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")