Who We Are

 

About Us

We are dedicated to providing investment management and financial planning that is right for you. At Good Harbor Advisors (GHA), we draw on years of experience to customize a plan tailored to your needs. You are the most important.

 

Our Philosophy

Our mission is to help you feel confident about your financial world by making professional financial advice and investment services accessible and understandable. As your active financial partner, we evaluate all aspects of your financial world and develop a plan to support and guide you through life's changes and challenges.

 

Our Process

A financial plan is a powerful tool. In fact, we believe it is the most important chart in navigating your financial world. We want you to feel as confident about your finances as we do and with a strong financial plan and an active team, you'll have greater visibility in navigating your life now and in the future.

Our Services

 

Individual Financial Planning

Your financial plan is the guide for attaining your goals. Whether it’s funding your children’s education, owning a second home or pursuing your passions in retirement planning is the first step. More…

 

Retirement Income Planning

We take a long-term view in planning for your financial wellbeing by making sure your investment strategy is aligned with the lifestyle you want to create during your retirement years. More...

 

Wealth Management

Our approach to investing and portfolio management uses the same tools, techniques, and knowledge employed by institutional investors. We don’t set-it-and-forget-it. Your GHA team is active, communicative, and transparent. More...

 

Estate Planning Support

Estate attorneys may not be privy to your entire financial world. We are part of your estate planning team, to ensure that all of your assets are accounted for, protected, and bequeathed to the people and charities you intend. More...

 

Business & Nonprofit Financial Planning

Whether it’s creating a retirement plan for employees, an executive benefits package for key personnel, or a succession strategy for your family business, we listen to your priorities and translate them into viable solutions. More...

 

Financial Education Seminars

Our tailored seminars and workshops for nonprofits, educational institutions, private companies, and family trusts, provide foundational knowledge in savings and investing to help people build a more secure future. More...

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