Advisors at this firm
Weld B
Series 63
Portsmouth, NH
Harbor Advisory Corporation
Weld Butler is a financial advisor with Harbor Advisory Corporation, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Harbor Advisory Corporation since 1986. Outside of his advisory role, Mr. Butler is an owner of a condominium associated with the firm. Harbor Advisory Corporation provides discretionary investment management for approximately 154 clients, including families, trusts, foundations, and institutions. The firm offers personalized asset allocation plans based on economic, fundamental, and technical analysis, and supplements portfolio management with retirement, estate, and tax planning, among other services.
John D
Series 63, Series 65
Portsmouth, NH
Harbor Advisory Corporation
John Degan is a financial advisor at Harbor Advisory Corporation in Portsmouth, NH, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Harbor Advisory Corporation since 1996. Harbor Advisory Corporation provides discretionary investment management for equity, balanced, and fixed income portfolios primarily serving families, trusts, foundations, and other institutions. The firm offers a range of advisory services including retirement and estate planning, educational funding, insurance, debt management, and tax-related matters, with an emphasis on client communication, education, and tailored asset allocation plans.
Daniel Z
CFA®, Series 63, Series 65
Portsmouth, NH
Harbor Advisory Corporation
Daniel Zibinskas is a CFA® charterholder with 15 years of industry experience. He has been with Harbor Advisory Corporation since 2020 and previously worked at Beaumont Financial Partners, LLC from 2011 to 2020. Harbor Advisory Corporation provides discretionary investment management and comprehensive financial planning services primarily for families, trusts, foundations, and other institutions. The firm emphasizes individualized asset allocation plans and maintains regular oversight through an Investment Committee, with a focus on client communication and education alongside portfolio management.