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 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.

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.