About Us
Our Firm
American Harbour Wealth Management is a full-service financial firm committed to helping people pursue their financial goals, offering a wide range of financial products and services to individuals and business owners. Our advisors have been servicing individuals and business in the Central Florida area since 2001.
Our Mission
American Harbour Wealth Management was established with the mission of providing investment and financial planning services to our clients with the highest level of ethics, integrity and service. We are committed to maintaining the highest standards of professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Who We Are
Greg Beardslee
Gregory M. Beardslee began his investment career at SunTrust in 1991. Greg’s core value that ‘Caring
Matters’ has helped him build strong long-term relationships with his clients. Greg believes that by
caring about his clients and their future gives him all the incentive he needs to give top shelf service and
advice. He is also a strong believer in having a great team of talented and dedicated people around him.
Having been through the many ups and downs of the markets for nearly 30 years has given Greg a
perspective on the markets that is anchored in keeping the long view. Greg believes that starting with a
solid understanding of a client’s risk tolerance and goals is critical for long-term success. Then he builds
on that understanding to develop a plan to reach those goals. Having a range of experiences in both
good and bad markets helps Greg keep his clients from letting short-term emotions derail their plan.
Keeping panic at bay during down times and over exuberance in check during up times is vital to long-
term success.
Greg and his wife, Michelle were born in Orlando and currently reside in Ocoee, Florida. They have two
grown sons and family in central Florida. In addition to investment advice; retirement planning for
clients, Greg volunteers at his local church teaching Dave Ramsey’s Financial Peace.
Eric Hoebbel CFP®
Eric J. Hoebbel CFP® first became interested in the financial markets as a kid. He would watch Wall Street Week with Louis Rukeyser with his dad and even though he didn’t understand much, he was intrigued. Though due to unfortunate circumstances, his interest in financial planning was further piqued when his father died when Eric was 12. His mother, with no real assets or financial understanding, hired a financial advisor. Eric would sit in on the appointments and though he still had little understanding he liked “Mike” and knew he was a true fiduciary before it became trendy or even required. Mike always had his mom’s best interests at heart. Mike was Eric’s first mentor though neither Mike nor Eric knew it at the time.
Fast forward about 10 years and Eric started in the financial services industry first working at Key Bank while in college then at First Union Bank after moving to Florida. Eric got his first “break” in the brokerage industry when he was hired by Charles Schwab. After one year at Schwab, Eric became an advisor at SunTrust. In 2001, he left SunTrust and founded American Harbour Wealth Management with several partners, including Greg Beardslee who he continues to work with.
Eric earned his Certified Financial Planner certificate in 1998 and his Master’s of Business Administration from the University of Central Florida in 2003. He is originally from Buffalo, New York which is where he earned his Bachelor’s degree in Finance from Canisius College.
As a father of twins, he spends a lot of time shuttling his daughter to soccer and his son to lacrosse. Eric is also very involved with the Diocese of Orlando Mission Office. He tries to make an annual mission trip to the Dominican Republic where he goes as a translator to help a surgical team communicate with the patients and their families. Eric enjoys spending weekends with his family out on the lakes and, though not very good, also enjoys playing golf.
Matt Haushalter
Matthew "Matt" Haushalter is a financial advisor and partner at American Harbour Wealth Management in Orlando, Florida. He is known for his expertise and personalized approach to wealth management and business retirement planning. Matt's commitment to understanding his client's financial goals allows him to create tailored strategies for wealth accumulation, retirement planning, and risk management. With previous experience at T Rowe Price and Waddell & Reed, he brings a diverse perspective to his work.
Matt holds a Bachelor's degree from McDaniel College School of Business Administration. Beyond his professional life, Matt enjoys cooking and woodworking. He values spending time with his wife, Brittany, and their two daughters, Olivia and Riley. Additionally, he actively participates in the community and coaches lacrosse.
Having lived in Orange County since 1993, Matt possesses a deep understanding of the local financial landscape. With his experience, dedication, and genuine concern for his client's financial well-being, Matt Haushalter is the trusted advisor to guide you on your financial journey and help you achieve your long-term goals.
Check the background of this investment professional