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 is an SEC‑registered advisory firm that works with individual clients (including high‑net‑worth households) and retirement plans, providing discretionary portfolio management, financial planning, and pension consulting services. The firm reports roughly $334 million in discretionary assets under management, serves about 245 client relationships, and operates with four advisors. Investment advice is tailored to client goals and typically implemented with equities, exchange‑traded funds, mutual funds, and fixed‑income instruments; the firm may use firm‑developed model portfolios, third‑party sub‑advisers, and periodic rebalancing, and it reviews accounts at least quarterly. The firm also discloses the use of AI tools for research and for recording/transcribing client meetings and has added AI‑related risk disclosures while offering clients the option to opt out of recordings. Noteworthy differences from many peers include an affiliation with an accounting firm owned by a firm principal — accounting services are offered separately but may be provided to overlapping clients, and that principal spends the majority of their time on accounting work. The firm also has principals who are dually licensed as broker‑dealer representatives and insurance agents and discloses related commission arrangements and transition incentives tied to its recommended custodial platform; these relationships and use of sub‑advisers are identified in the brochure and managed through written disclosures and policies.

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.