George Reilly is a CFP-designated registered investment advisor at Safe Harbor Financial Advisors, LLC, based in Lewes, DE, with 11 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 12 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Safe Harbor Financial Advisors does not directly manage investments. They provide investment advice and may recommend a third-party investment manager to handle your portfolio. You would pay the investment manager directly for those services.
Contact
George Reilly
Location
Lewes, DE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George is a partner and attorney at Dunlap Bennett & Ludwig, PLLC, dedicating nearly full-time hours to this role. He also serves as a managing member, principal, and tax preparer at Safe Harbor Tax Services, LLC, taking about 10-20% of his time, and is an attorney at Reilly Law, PLC, though the practice does not have active clients.
Employment History
Current Registrations
Safe Harbor Financial Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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