About
Us
Boston Harbor Wealth Advisors was founded in 2015 by Matt Davis, Ryan Hendrickson, Hallie Hicks, Sam Chamberlain, and Bruce Tobin. Our firm was established around a shared vision: to create an independent, multidisciplinary financial planning and wealth management company committed to objective guidance, comprehensive support, and a thoughtful approach to
helping clients pursue their financial goals.
From day one, our mission has been to maintain a high level of independence in the advice, products, and services we offer. We initially partnered with Raymond James Financial Services as our custodian, RIA, and broker-dealer—laying the groundwork for a firm built on expert guidance, fiduciary responsibility, and a client-first philosophy.
What began as a five-person team has grown into a dynamic organization of over 50 professionals, serving thousands of clients across the Northeast. Today, we manage several billion dollars in client assets, supported by a robust network of advisors and client service professionals who reflect our steady growth and unwavering commitment to excellence.
Despite our growth, we have remained guided by our founding principles: providing high-quality, multidisciplinary financial planning designed to help clients make informed decisions around saving, earning, and long-term financial planning. Our approach draws on expertise across a broad range of financial disciplines to develop strategies tailored to each client’s individual goals and circumstances.
In 2024, our integration with World Investment Advisors marked a major milestone in our journey. Joining World allowed us to retain the core services provided by Raymond James while expanding access to new custodians, products, and resources previously unavailable to our advisors. The result is a broader, more flexible platform that enhances our ability to serve clients with
even greater depth and sophistication.
Looking ahead, our team is positioned to make thoughtful use of our expanded tools and solutions to enhance the services we provide. Our focus remains on delivering experienced financial planning and wealth management support for individuals seeking a trusted advisory relationship—so they can stay focused on their careers, businesses, families, and personal priorities.
We’re proud of our journey and excited about the future. As we continue to grow, we remain anchored in the principles that guided us in 2015, while embracing innovation to elevate
the value we deliver to our clients every day.
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