Our Mission

Provide multigenerational, independent wealth management guidance and service driven by empathy, integrity and knowledge.


We're here to help anyone and everyone looking for help, no matter how much they have, now and for decades to come.

Elliott is a Roosevelt University graduate with a degree in mathematics and a numbers enthusiast with a passion for planning. He's always found comfort in spreadsheets, his trusty calculator "Pat," and a steaming cup of coffee. 

Elliott's transition from studying calculus and proofs to delving into tax and estate law was natural. He thrives on applying his analytical skills to help clients optimize their financial situations. His motto, "You know how to spend your money better than Uncle Sam does," reflects his dedication to reducing clients' lifetime tax burdens through honest and legal strategies.

Beyond taxes, Elliott leverages his understanding of risk to craft personalized investment portfolios. He recognizes the crucial difference between seeking excess returns and fearing market downturns. His proactive approach to reviewing client allocations and setting clear expectations ensures a confident and informed investment journey.

With a decade of industry experience, Elliott's career is defined by a commitment to providing exceptional value. As a CFP®, he adheres to the highest ethical standards and fiduciary duty, putting his client's interests first. His ethos, "The value I provide should be some sort of multiple of the fee I charge," underscores his dedication to exceeding client expectations and delivering tangible results. 

While he takes pride in always being available to clients, his first pride is in his son, Graham. When he's not in the office, Elliott spends time with his family and dog. 

Ben is a seasoned operations professional with a proven track record of success in the financial services industry. A graduate of Roosevelt University with a degree in Business and Accounting, he brings a strong foundation in financial analysis and operations management.

A dedicated athlete, Ben honed his competitive spirit and teamwork skills on the Roosevelt University basketball court. This same drive and determination has fueled his career, leading him to achieve Series 66 and 7 licenses, and pursue the prestigious CFP® certification.

Living and working in the heart of downtown Chicago, Ben is deeply connected to the city's vibrant business community. His sharp analytical skills, combined with his passion for delivering exceptional client service, make him an invaluable asset to our team.

With over a decade of experience in account management and client relationship management, Ellen Vaughn is passionate about building meaningful connections and delivering exceptional service. Before joining Harbor Wealth, she honed her expertise in account management at two leading risk and insurance software companies, where she worked closely with clients to provide tailored solutions and strategic support.

A proud graduate of Roosevelt University, Ellen earned her business degree while also competing as a Division II volleyball player—an experience that shaped her teamwork, dedication, and drive. But above all, her greatest pride and most rewarding role is being a mother to her son, Graham. Whether in her professional or personal life, Ellen’s passion for people is at the heart of everything she does.

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