Josh Haber, CFP®
My Mission Statement
Our Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
About Josh Haber
Josh Haber is an Executive Director, Wealth Management and Financial Advisor with The Hanes Haber Group at Morgan Stanley. With over two decades of industry experience, he helps executives, business owners, and families overcome the uniquely complex challenges of high-net-worth wealth.
In fact, Josh has spent his entire professional career pursuing that mission. After graduating with a bachelor's degree in Management from Quinnipiac University in 1999, he entered the industry that same year with Citibank's high-net-worth platform, Citigold. In 2004, he co-founded The Hanes Haber Group in an effort to offer his clients the kind of comprehensive resources and diverse competencies needed to help manage the many different facets of their financial lives. It was with that same motivation that he worked to earn his Certified Financial Planner® designation from New York University's Stern School of Business in 2005; and, likewise, why he brought the team over to Morgan Stanley in 2021.
As Co-founder of The Hanes Haber Group, Josh primarily heads the team's investment committee, which provides strategy creation, ongoing portfolio analysis, and coordination of the team's selected asset managers. Because his clients often come to him with distinct objectives and challenges, he is committed to designing custom strategies for each client that align with their larger financial plan. Over the years, Josh has helped families protect and grow their legacy across generations. He's helped executives make the most of their equity packages as they transition into retirement. He's helped business owners find the optimal investment platforms for their 401(k) plans.
For decades to come, Josh and his team are committed to working toward clients' long-term goals with customized strategies to help mitigate risk along the way. A testament to his excellence and commitment, Forbes has twice named Josh a Best-in-State Wealth Advisor in 2018 and 2019.
Outside the office, Josh lives in Westchester with his wife and their three children. In his free time, he enjoys spending time with his family and travelling together for a weekend of skiing or fishing, or a vacation abroad.
2018-2019 Forbes Best-In- State Wealth Advisors Source: Forbes.com 2018-2019. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
NMLS#: 1814557
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Awards Disclosures
