Home page hero banner
Mystic Harbor Group
Our Team
With over 50 years of combined experience, The Mystic Harbor Group has developed a keen understanding of retirement planning, trust & estate planning strategies, wealth transfer, philanthropic giving strategies, business sale & succession planning and corporate stock plans.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.

Estate Planning
You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.

Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.

Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.

Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?

Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 03, 2025

Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025

Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 22, 2025

Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

Hindsight is 2020
With two months remaining in 2020, you may be thinking, “I can’t wait for this year to come to an end.” An unrelenting streak of craziness – health, weather, economy, politics – has already made this year one for the record books.

Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).

Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Office Information