Our Story
Built on Trust. Guided by Purpose.
Since 2009, Adam Waskey, founder of Harford Wealth Group, has been the trusted financial partner for retirees across the region — because we believe your retirement deserves more than a generic plan.
Who We Are
A Different Kind of Retirement Firm
Harford Wealth Group was founded on a simple belief: retirees deserve a financial advisor who truly knows them — not just their account balance, but their family, their values, and what they worked their whole life to protect.
We are an independent advisory firm serving retirees and pre-retirees in the greater Harford County area and beyond. Our independence means we answer only to our clients — never to a parent company or product quota.
Over the years, we've guided hundreds of families through the transition into retirement, helping them navigate complex decisions with clarity, confidence, and care.
What We Stand For
Our Core Values
Commitment to Integrity
We believe every client relationship should be built on honesty, transparency, and recommendations made with your best interests in mind.
Personalized Attention
We limit our client roster intentionally so every client receives the time and attention their financial life deserves.
Transparent Communication
We explain everything in plain language. You'll always know what we're doing, why we're doing it, and what it costs.
Long-Term Partnership
We're not here for a transaction. We're here for the long haul — through market cycles, life changes, and every season of retirement.
Meet the Team
The People Behind Your Plan
Adam Waskey
President & CEO
Founder & Senior Retirement Specialist
Adam Waskey is the President and CEO and cofounder of Harford Wealth Group, founded in 2015. With 17 years of experience in financial services for the senior market, beginning his career in the industry 2009, Adam specializes in retirement planning with a focus on safe money strategies. As a safe money strategy educator, Adam continues to share his knowledge through educational seminars and radio shows, helping individuals better understand their retirement options and make informed decisions about their financial future. He is dedicated to helping seniors safeguard their retirement savings while pursuing strategies designed to provide confidence, stability, and peace of mind. Outside of work, Adam is a devoted father to his and Stephanie’s three daughters. He is also actively involved in their lives as a volunteer coach for all of the girls’ soccer teams, reflecting the same dedication, leadership, and commitment to others that he brings to his professional role.
Stephanie Waskey
Executive vP
Senior Client Relations Manager
Stephanie is the Executive Vice President and Senior Client Relationship Manager at Harford Wealth Group, where she also serves as a cofounder. With 21 years of experience in retail and business banking and insurance services, Stephanie brings a strong foundation in client service, relationship management, and financial guidance. She is committed to delivering exceptional service and creating a positive, personalized client experience. Stephanie is passionate about helping individuals and families feel confident in their legacy planning, providing peace of mind for both themselves and their loved ones. Outside of work, Stephanie is a devoted mother to her and Adam’s three daughters. She is also actively involved in her community, volunteering her time and support at each of her daughters’ schools and with their club sports teams.
Chad Kopser
Financial Advisor
Chad helps illustrate and structure the annuities in our clients' portfolios.
Jennifer Rowan
Financial Advisor
Jennifer helps will all paperwork pertaining to transfers, account opening, and all administrative changes within financial accounts.
Heather Schrieber
Social Security Specialist
Heather is nationally recognized as the top social security specialist in the nation. She is part of our financial planning team and assists with all Social Security and tax planning strategies for our clients.
Let's Start a Conversation
We'd love to learn about your retirement goals and show you how Harford Wealth Group can help you get there.