Advisors at this firm
Lane L
Series 66
Indianapolis, IN
Harbour Wealth Partners, Inc.
Lane Lyday is a financial advisor with Harbour Wealth Partners, Inc. in Indianapolis, holding a Series 66 designation and three years of industry experience. He has been with Harbour Wealth Partners and LPL Financial LLC since 2014. Outside of his advisory work, he was involved with Late Harvest Kitchen from 2014 to 2019. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes long-term, tax-aware planning and portfolio risk management, offering limited-scope or project-based engagements without ongoing portfolio management or discretionary trading.
Eric W
Series 63, Series 65
Indianapolis, IN
Harbour Wealth Partners, Inc.
Eric Welch is a financial advisor with Harbour Wealth Partners, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Harbour Wealth Partners since 1995 and LPL Financial since 2000. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services to individuals, families, and various entities through limited-scope or project-based engagements. The firm emphasizes long-term, tax-aware planning and portfolio risk management without offering ongoing portfolio management or charging asset-based fees.
Antenielle B
Series 63, Series 66
Indianapolis, IN
Harbour Wealth Partners, Inc.
Antenielle Bell is a financial advisor at Harbour Wealth Partners, Inc. in Indianapolis, IN, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Harbour Wealth Partners since 2014 and LPL Financial since 2012. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services to individuals, families, and business entities, emphasizing long-term, tax-aware planning and portfolio risk management. The firm offers limited-scope engagements and does not provide ongoing portfolio management or discretionary trading for individual clients.
Ross W
Series 66
Indianapolis, IN
Harbour Wealth Partners, Inc.
Ross Welch is a financial advisor with Harbour Wealth Partners, Inc. based in Indianapolis, IN. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at LPL Financial LLC, Wheel Fun Rentals, ESG Security, FedEx, and Indiana University. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services for individuals, families, and various business entities. The firm focuses on long-term, tax-aware planning and portfolio risk management, delivering services through limited-scope or project-based engagements without ongoing portfolio management or percentage-of-assets fees.
