A complete list of active advisors currently associated with Good Harbor Advisors, Inc.

Warmer can help you find a great advisor at Good Harbor Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Good Harbor Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.