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Good Harbor Advisors, Inc.

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Client assets under management

$332,223,372

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Clients

245

36% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

61

Typical

Average account size

$1,356,014

About

Good Harbor Advisors serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, offering portfolio management, broad financial planning, pension consulting, and educational workshops. The firm reports approximately $333.7 million in discretionary assets under management across about 245 client relationships supported by a four‑person advisory team.

The firm provides both discretionary and non‑discretionary portfolio management and tailors asset allocation using equities, exchange‑traded funds, mutual funds, and fixed income, drawing on fundamental, technical, and cyclical analysis with ongoing monitoring and rebalancing. Good Harbor discloses the use of AI tools for research and meeting transcription, has expanded its Form ADV risk disclosures to address AI‑related risks, and allows clients to opt out of recordings.

A distinguishing feature is an affiliation with an accounting firm whose principal is also an owner of the adviser and shares office space, a relationship the brochure notes is separate and optional for clients and subject to disclosed conflicts. The firm also discloses that several principals and advisory representatives are dually registered with a broker‑dealer and hold insurance licenses, arrangements accompanied by written policies and disclosures intended to manage related conflicts of interest and transition‑assistance incentives.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Charitable giving tax strategies General estate planning guidance Retirement income strategy

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees ranging from $1,000 to $10,000, potentially higher in limited circumstances; workshop flat fees negotiated

Percentage

$0 - $300,000: 1.00% $300,001 - $900,000: 0.95% $900,001 - $2,000,000: 0.80% $2,000,001+: 0.75%

Commissions

Certain associated persons are registered representatives earning commissions from securities and insurance products sales, separate from advisory fees

Project-based

$300 per hour for consulting and pension consulting services

Other

Fee-only: Fixed fees from $1,000 to $10,000 for broad based financial planning; Hourly fees of $300 for consulting or modular services; Pension consulting hourly fee $300; Pension consulting fees based on assets: 0.25% up to $1M, 0.20% $1M-$3M, 0.15% over $3M

Main office location

Good Harbor Advisors, Inc.

1 Blackburn Drive

Gloucester MA 01930, United States

Number of offices

2

Most active in

More info

California · Maine · Massachusetts · New Hampshire

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 978-515-7119

Advisors at this firm

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Donna C

Series 63, Series 65

Gloucester, MA

Good Harbor Advisors, Inc.

Donna Crocker is a financial advisor at Good Harbor Advisors, Inc. in Gloucester, MA, with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, IC Advisory Services Inc, The Investment Center Inc, and Investors Capital Corp. Outside of her advisory role, she is a licensed independent insurance agent. Good Harbor Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management and written financial planning, using a combination of fundamental, technical, and cyclical analysis across multiple asset classes, with regular portfolio monitoring and reviews.

Charitable giving tax strategies General estate planning guidance Retirement income strategy Founder/Business Owner
user avatar

Anke P

Series 65

Gloucester, MA

Good Harbor Advisors, Inc.

Anke Parpart is a financial advisor at Good Harbor Advisors, Inc. with 15 years of industry experience. She holds a Series 65 designation and has worked at Good Harbor Advisors since 2007 and at Babson & Company since 2019, where she also serves as an office manager in a non-investment related capacity. Good Harbor Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and written financial planning, using a combination of fundamental, technical, and cyclical analysis across various asset classes, with ongoing portfolio monitoring and regular client reviews.

Charitable giving tax strategies General estate planning guidance Retirement income strategy Founder/Business Owner
user avatar

Matthew B

Series 65

Gloucester, MA

Good Harbor Advisors, Inc.

Matthew Babson is a financial advisor at Good Harbor Advisors, Inc. in Gloucester, MA, holding a Series 65 designation with 15 years of industry experience. He has been with Good Harbor Advisors since 2004 and has also been associated with Babson & Company since 2000. Outside of his advisory work, he is involved with Mad Dog Realty, LLC, a real estate holding firm. Good Harbor Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and written financial planning, employing a mix of fundamental, technical, and cyclical analysis across various investment instruments with regular portfolio monitoring and reviews.

Charitable giving tax strategies General estate planning guidance Retirement income strategy Founder/Business Owner
user avatar

Lonnie M

Series 63, Series 65

Gloucester, MA

Good Harbor Advisors, Inc.

Lonnie Mayer is a financial advisor at Good Harbor Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial LLC, The Investment Center Inc, and Investors Capital Corporation. He also provides administrative support to Good Harbor Advisors. Good Harbor Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, written financial planning, pension consulting, and group workshops, using a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Charitable giving tax strategies General estate planning guidance Retirement income strategy Founder/Business Owner
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