Portland, ME Financial Advisors and Resources



Financial Advisor Firms in Portland, ME


OLD PORT ADVISORS, INC

Website

(207) 774-6552

130 Middle Street
2nd Floor
Portland, ME 4101

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

ARIES WEALTH MANAGEMENT, LLC

Website

(207) 536-0530

183 Middle Street
Suite 4B
Portland, ME 4101

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

GREENBACKER CAPITAL MANAGEMENT LLC

Website

(646) 556-6611

30 Danforth Street
Suite 206
Portland, ME 4101

SEC#: 801-106529
Years in Business: 6 years

CLARK & STUART INC

Website

(207) 775-1140

1945 Congress Street Building A

Portland, ME 4102

SEC#: 801-113250
Years in Business: 3 years

HEADINVEST

Website

(207) 773-5333

7 Custom House St
4th Floor
Portland, ME 4101

SEC#: 801-66773
Years in Business: 15 years

GREAT DIAMOND PARTNERS, LLC

Website

(207) 274-2500

22 Monument Square
Suite 300
Portland, ME 4101

SEC#: 801-115058
Years in Business: 2 years

ROBINSON SMITH WEALTH ADVISORS, LLC

Website

(207) 874-9840

2 Monument Square
Suite 501
Portland, ME 4101

SEC#: 801-63290
Years in Business: 17 years

VIGILANT CAPITAL MANAGEMENT, LLC

Website

(207) 523-1110

One Monument Square
Suite 601
Portland, ME 4101

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

H.M. PAYSON

Website

(207) 772-3761

One Portland Square, 5th Floor

Portland, ME 4101

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


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.)


Portland, ME Financial Advisor FAQs

Yes. Seeking for a professional's expertise in the area of financial management is a huge help. It does not only make your responsibilities lighter but it also affords you peace of mind knowing an expert is doing the job for you.
Financial advisors work with the customer in different situations, such as giving various investment advice and guidance on specific financial risks. The advisor will perform a risk analysis to assess whether the investments are appropriate for the client's needs, given that the market is unpredictable.
Fees are usually based either on the total amount invested, called AUM fee -- Assets Under Management-- or percentage of assets managed. This fee can be paid annually, monthly, quarterly.
Find someone who has the relevant qualifications and skills to help you reach your financial goals. Anyone can call themselves a financial advisor, but as with any other profession it's important that they have the required training and experience for their field.