Safe Harbor Wealth Advisors, LLC

Nicholas Groves is a financial advisor at Safe Harbor Wealth Advisors, LLC in Dublin, Ohio, with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Nationwide Investment Services Corporation and Gradient Securities, LLC. Outside of advising, Groves is involved in an active insurance business through an affiliated company. Safe Harbor Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, estates, charitable organizations, and business entities. The firm manages approximately $165 million and employs a model portfolio approach primarily through co-advisor relationships with third-party managers.

Cory Sickles is a Series 65 licensed financial advisor with over 11 years of industry experience, currently serving as Managing Member and Investment Advisor Representative at Safe Harbor Wealth Advisors, LLC in Dublin, Ohio. His career includes roles at several affiliated Safe Harbor entities and Prosperity Asset Management, LLC, with additional involvement as President and Owner of Safe Harbor Health, LLC, a Medicare supplement sales business. Safe Harbor Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, estates, charitable organizations, and business entities. The firm manages approximately $165 million across several hundred client accounts and employs a portfolio management approach centered on third-party model portfolios, primarily through a co-advisor relationship with Gradient Investments.