Good Harbor Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$332,223,372
Clients
245
Advisors
4
of 4 employees
About
Good Harbor Advisors serves individuals (including both high‑net‑worth and non‑HNW clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary portfolio management, financial planning, pension consulting and educational workshops, with services tailored to each client’s goals.
The firm tailors portfolios using customized allocations, model portfolios, and a mix of equity securities, ETFs, mutual funds and fixed‑income, with ongoing monitoring and periodic rebalancing; it relies on fundamental, technical and cyclical analysis in its investment process. Good Harbor has also disclosed the use of AI tools to support service delivery and to record/transcribe meetings, and it identifies related operational and cybersecurity risks while offering clients the ability to opt out of recordings.
Good Harbor is affiliated with an accounting firm: a principal of the advisory firm is the sole owner of the accounting practice and the firms share office space, and the brochure notes that accounting services are separate and clients are under no obligation to use them—an arrangement that is uncommon among peers. The firm also discloses that certain principals are dually licensed as broker‑dealer registered representatives and insurance agents and that relationships with custodial/brokerage platforms include transition assistance and other third‑party benefits; those structural elements and conflict disclosures distinguish its operating model from many similar advisers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees ranging from $1,000 to $10,000 for broad-based financial planning; flat fees for workshops and seminars negotiated in advance.
$0 - $300,000: 1.00% $300,001 - $900,000: 0.95% $900,001 - $2,000,000: 0.80% $2,000,001+: 0.75%
Registered representatives receive commissions from securities transactions and insurance sales, separate from advisory fees.
$300 per hour
Main office
1 Blackburn Drive
Gloucester MA 01930
Advisors at this office
4
Most active in
California · Maine · Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Donna C
Series 63, Series 65
Gloucester, MA
Good Harbor Advisors, Inc.
Donna Crocker is an advisor at Good Harbor Advisors, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial, Ic Advisory Services Inc, and The Investment Center Inc prior to her current role. Crocker is also a licensed independent insurance agent. Good Harbor Advisors serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering customized portfolio management, financial planning, and pension consulting. The firm uses a mix of equity securities, ETFs, mutual funds, and fixed income, supported by fundamental, technical, and cyclical analysis, along with AI tools integrated into service delivery.
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 worked at Good Harbor Advisors since 2007. She also manages an accounting practice at Babson & Company, a non-investment related role she has held since 2019. Good Harbor Advisors serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, pension consulting, and educational workshops, using a mix of equity securities, ETFs, mutual funds, and fixed income, supported by fundamental, technical, and cyclical analysis.
Matthew B
Series 65
Gloucester, MA
Good Harbor Advisors, Inc.
Matthew Babson is a financial advisor at Good Harbor Advisors, Inc. with 16 years of industry experience. He holds a Series 65 designation and has been with Good Harbor Advisors since 2004. Outside of his advisory work, he is involved in a real estate holding firm, Mad Dog Realty, LLC. Good Harbor Advisors serves a diverse range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and financial planning, employing a mix of equity securities, ETFs, mutual funds, and fixed income, and incorporates fundamental, technical, and cyclical analysis in its investment approach.
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 worked previously at The Investment Center Inc and LPL Financial. Mayer provides administrative support to Good Harbor Advisors alongside his advisory role. Good Harbor Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, using a combination of customized allocations and multiple investment analyses, supported by AI tools for service delivery.
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