Find a Financial Advisor 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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 4101

SEC#: 801-60130
Years in Business: 21 years

ARIES WEALTH MANAGEMENT, LLC

Website

(207) 536-0530

183 Middle Street
Suite 4B
Portland, ME 4101

SEC#: 801-86180
Years in Business: 7 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: 4 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: 3 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: 20 years

H.M. PAYSON

Website

(207) 772-3761

One Portland Square, 5th Floor

Portland, ME 4101

SEC#: 801-3901
Years in Business: 56 years

 


Portland, ME Financial Advisor FAQs

Portland is the largest city in Maine and the county seat of Cumberland County in the United States. On the Gulf of Maine and the Atlantic Ocean, Portland is located on a peninsula in Casco Bay. Covetrus is the largest employer in Portland, Maine. It employs 5,000 people and generates $4.3 billion in annual revenue. Portland, located on Maine's southern coast along Casco Bay, is known as the region's economic, tourism, and growth hub. Industry, fishing, agriculture, and Americana all have a long history in the city. Reach out to only the trusted financial advisors in Portland, ME, the county seat of Cumberland County and holds the record to be the largest city in the state where it belongs. Geographically, it is situated on a peninsula in Casco Bay on the Gulf of Maine and the Atlantic Ocean. It borders South Portland, Westbrook, and Falmouth. A little fun fact here about the city's logo is that it depicts a phoenix that rises above ashes which symbolizes recovery from four devastating fires. Check out the links below to see financial advisors serving in the neighboring areas of Portland, ME.

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.