Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Donna C

Series 63, Series 65

Gloucester, MA

Good Harbor Advisors, Inc.

Donna Crocker is a financial advisor with Good Harbor Advisors, Inc. in Gloucester, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Good Harbor Advisors since 2007 and has prior experience at OSAIC, The Investment Center Inc, Ic Advisory Services Inc, and LPL Financial. She is also a licensed independent insurance agent. Good Harbor Advisors is an SEC-registered firm serving individual clients, including high-net-worth households, and retirement plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, using equities, ETFs, mutual funds, and fixed-income instruments, supported by model portfolios and third-party sub-advisers.

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

Anke P

Series 65

Gloucester, MA

Good Harbor Advisors, Inc.

Anke Parpart is a financial advisor at Good Harbor Advisors, Inc. with 16 years of industry experience. She holds a Series 65 designation and has been with Good Harbor Advisors since 2007. Additionally, Parpart serves as an office manager at Babson & Company, an accounting practice, a role she has held since 2019. Good Harbor Advisors is an SEC-registered firm serving individual clients, including high-net-worth households, and retirement plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, managing approximately $334 million in assets across about 245 client relationships.

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

Matthew B

Series 65

Gloucester, MA

Good Harbor Advisors, Inc.

Matthew Babson is a financial advisor at Good Harbor Advisors, Inc. in Gloucester, MA, with 16 years of industry experience. He holds a Series 65 credential and has been with Good Harbor Advisors since 2004. Outside of his advisory work, Mr. Babson is involved with Mad Dog Realty, LLC, a real estate holding firm. Good Harbor Advisors is an SEC-registered firm serving individual clients, including high-net-worth households, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing equities, ETFs, mutual funds, and fixed-income instruments, with investment advice tailored to client goals and regular account reviews.

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

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 licenses and has previously worked at LPL Financial and The Investment Center Inc. Mayer also provides administrative support to Good Harbor Advisors. Good Harbor Advisors is an SEC-registered firm serving individual clients, including high-net-worth households, and retirement plans with discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $334 million in discretionary assets across about 245 client relationships, using tailored investment strategies that include equities, ETFs, mutual funds, and fixed income, supported by model portfolios, third-party sub-advisers, and AI tools.

Charitable giving tax strategies General estate planning guidance Retirement income strategy Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)