Find a Financial Planner in Portland, ME

 

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We did the hard work of finding trustworthy partners in Portland, ME.

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We Only Work With The Best Portland Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Portland, ME


  • Financial Advisor Close to Portland, ME

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Portland Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Portland area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Portland can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
18.5% of Portland's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Portland area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Portland area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Portland area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Portland area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Maine has unique laws defining which actions trigger a taxable event and has the 4th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Portland area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Portland area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Portland, ME


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Portland, ME

We evaluated over 13,000 RIA firms to bring you the best of the best Portland financial advisors.
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How Retirement-Friendly is Portland, ME?

  • Population: 66,595
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $287,800
  • Average Monthly Housing Cost: $1,233
  • Average Household Income: $78,881
  • Maine Total Tax Burden: 10.50% (4th Highest in U.S.)
  • Maine Property Tax: 4.60% (4th Highest in U.S.)
  • Maine Individual Income Tax: 2.45% (20th Highest in U.S.)
  • Maine Sales and Excise Tax: 3.45% (20th Highest in U.S.)


The Top Financial Advisor Firms in Portland, ME


OLD PORT ADVISORS, INC

Website

(207) 774-6552

130 Middle Street
2nd Floor
Portland, ME 04101

SEC#: 801-60130
Years in Business: 20 years

ARIES WEALTH MANAGEMENT, LLC

Website

(207) 536-0530

183 Middle Street
Suite 4B
Portland, ME 04101

SEC#: 801-86180
Years in Business: 6 years

GREENBACKER CAPITAL MANAGEMENT LLC

Website

(646) 556-6611

30 Danforth Street
Suite 206
Portland, ME 04101

SEC#: 801-106529
Years in Business: 5 years

CLARK & STUART INC

Website

(207) 775-1140

1945 Congress Street Building A

Portland, ME 04102

SEC#: 801-113250
Years in Business: 2 years

HEADINVEST

Website

(207) 773-5333

7 Custom House St
4th Floor
Portland, ME 04101

SEC#: 801-66773
Years in Business: 14 years

GREAT DIAMOND PARTNERS, LLC

Website

(207) 274-2500

22 Monument Square
Suite 300
Portland, ME 04101

SEC#: 801-115058
Years in Business: 1 years

ROBINSON SMITH WEALTH ADVISORS, LLC

Website

(207) 874-9840

2 Monument Square
Suite 501
Portland, ME 04101

SEC#: 801-63290
Years in Business: 16 years

VIGILANT CAPITAL MANAGEMENT, LLC

Website

(207) 523-1110

One Monument Square
Suite 601
Portland, ME 04101

SEC#: 801-61006
Years in Business: 19 years

H.M. PAYSON

Website

(207) 772-3761

One Portland Square, 5th Floor

Portland, ME 04101

SEC#: 801-3901
Years in Business: 55 years

BIGELOW INVESTMENT ADVISORS, LLC

Website

(207) 772-2900

4 Moulton Street

Portland, ME 04101

SEC#: 801-67875
Years in Business: 14 years