Bank / Wealth / TrustRIA · CRD 143492SEC-Registered

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Good Harbor Advisors

Good Harbor Advisors was established in 2007 in Gloucester, Massachusetts, registering with the SEC as an investment adviser. The firm serves a mix of retail...

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Good Harbor Advisors

Good Harbor Advisors was established in 2007 in Gloucester, Massachusetts, registering with the SEC as an investment adviser. The firm serves a mix of retail and institutional clients, including high-net-worth individuals, charitable entities, and corporate accounts, drawing primarily from the North Shore of Boston. Its founding established a locally focused wealth management practice built on personal advisory relationships rather than a proprietary family fortune or institutional parent. The firm structures its services around discretionary portfolio management and comprehensive financial planning. Its investment approach covers equities, fixed income, and mutual funds, with allocations tailored to individual client risk profiles. Good Harbor does not operate pooled investment vehicles or function as a fund sponsor, distinguishing it from asset managers that deploy capital into private markets. Client portfolios are constructed from publicly traded securities, with no publicly known direct co-investments or venture-stage commitments. Team size and total assets under management are not publicly disclosed. The firm maintains a single office in Gloucester, with no additional locations or adjacent philanthropic vehicles publicly reported. Recent activity is unavailable from current public records or the firm's official communications. Good Harbor's structural distinction lies in its pure advisory model — it acts as a fiduciary planner rather than a product manufacturer, avoiding conflicts common to firms that sell proprietary funds. Its governance and succession structure are not a matter of public record, leaving its long-term independence as an unvalidated but plausible differentiator among Massachusetts RIAs.

General information

Firm type

Bank / Wealth / Trust

Year founded

2007

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Gloucester

Corporate office

Gloucester, MA, United States

Frequently asked questions

Is Good Harbor Advisors a single-family office or a multi-family office?

Good Harbor Advisors is neither. It is structured as a registered investment adviser providing wealth management and financial planning services to multiple unrelated clients, including individuals, charitable organizations, and corporations. It does not manage the wealth of a single founding family.

Does Good Harbor Advisors offer proprietary investment funds?

No, Good Harbor Advisors operates as a fee-based advisory practice constructing portfolios from publicly traded securities and mutual funds. There is no evidence it sponsors or manages proprietary pooled investment vehicles.

What types of clients does Good Harbor Advisors typically serve?

The firm serves individuals, charitable organizations, and corporations, with a likely concentration in the North Shore region of Massachusetts. It does not publicly segment its client base by wealth tier or institutional type beyond these broad categories.

Where is Good Harbor Advisors headquartered, and does it have additional offices?

The firm is headquartered in Gloucester, Massachusetts. No additional office locations are publicly listed, suggesting a single-location practice focused on the greater Boston and North Shore markets.

How is Good Harbor Advisors compensated?

As a registered investment adviser, Good Harbor Advisors is compensated through advisory fees based on assets under management. It does not disclose fee schedules publicly, and there is no indication of performance-based compensation or commission arrangements.

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