Best Financial Advisors in Portland 2022
We scored 32 Financial Advisors in Portland and Picked the Top 18
Here are the Picks:
44 North Financial Partners
Aries Wealth Management
August Wealth Management
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Aurora Financial Group
Bogue Asset Management LLC
Fore River Financial
Great Diamond Partners
Guidance Point Advisors, LLC
HeadInvest
HM Payson
IIS Financial Services
Integrated Financial Partners
Old Port Advisors
Penobscot Financial Advisors
Portland Financial Planning Group, LLC
Robinson Smith Wealth Advisors, LLC
Vincenzo Garganese
Wintergreen Financial Group
44 North Financial Partners
44 North Financial Partners is an independent financial planning practice operating in Portland. It provides a wide array of financial services, including wealth accumulation, tax and retirement planning, and asset management. One of its advisors, Christopher T. Dougherty, is a Certified Financial Planner and a Chartered Retirement Planning Counselor who has been working in the industry since 2000. He is currently on the advisory board of Kieve Wavus Education and on the Board of Directors of the Children's Museum & Theatre of Maine.
Aries Wealth Management
Aries Wealth Management helps the locals of Portland and the surrounding areas achieve their financial goals. The privately owned firm provides advice that covers asset management and estate planning. Its financial counsel is not bound by portfolio management restrictions, allowing it to be more interactive with clients and provide advice on specific investments. Jason Viola, the founder and president, draws from his prior experience as the vice president of TD Wealth Management and UBS Financial Services.
August Wealth Management
Established in 2011, August Wealth Management is a Portland-based financial advisory firm serving individuals and businesses. It consists of Certified Financial Planners providing customized financial, education, estate, and retirement planning services. Its associates work closely with individuals to understand their goals and objectives to build an individualized financial plan. They also offer investment management and divorce financial guidance. To give back to the community, the company supports local organizations, including Ketcha Outdoors and the Ronald McDonald House Charities.
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Aurora Financial Group
Aurora Financial Group assists clients in Portland and the surrounding communities in organizing their assets. The firm offers wealth, investment, and retirement planning, as well as education and health care assistance. Its team of advisors analyzes or projects cash flows and manages investment portfolios. They work with individuals in developing tax strategies and insurance or risk protection arrangements that suit their situations. Charles W. Dibner, the company's founder, is a CFP and an investment advisor.
Bogue Asset Management LLC
Bogue Asset Management, LLC, has been serving clients within the Portland area since 1998. The firm's owner, Jeff Bogue, provides comprehensive advice through collaborative consultations on matters concerning investment, tax, and college planning, as well as cash flow management and asset allocation. Bogue is actively affiliated with the Financial Planning Association and the National Association of Personal Financial Advisors. He has also given personal financial counsel for local and mainstream platforms like The Portland Press Herald, The Wall Street Journal, and MSN/CNBC.
Fore River Financial
Fore River Financial offers wealth management advisory services to clients living in Portland. The firm counsels customers on the appropriate investment products and strategies to take for growing their assets. It monitors the progress of each separate fund to remain responsive to shifts in the economy. The office also makes plans for retirement. Founder Ruth Matt is part of the Financial Services Institute. She has more than three decades of experience in financial planning and gives pro bono services to military personnel.
Great Diamond Partners
Great Diamond Partners serves Portland clients' financial planning needs. It is an independent organization that provides investment consulting, assisting individuals in selecting investment products that are appropriate for their resources and skills. The company's advisors work with business owners to help them transition their businesses. The team also provides wealth transfer and charitable giving services. In addition, it provides advice on how to reduce tax liabilities and set up insurance plans. Joseph W. Powers, the firm's founding partner, is a CFP, CLU, and CEPA designee.
Guidance Point Advisors, LLC
Guidance Point Advisors, LLC, is an independent firm that provides comprehensive financial solutions to individuals, young professionals, business owners and executives, and families and investors in Portland and nearby communities. Its services include investment counseling, asset management, estate, and insurance planning. Wes Del Col, the founder and managing partner of the company, has a CFP designation and carries more than 20 years of experience in the industry. Guidance Point Advisors has over $340 million worth of assets under management.
HeadInvest
HeadInvest is a full-service financial advisory company that serves clients in Portland and the surrounding communities. The firm provides assistance to individuals, families, business owners, and institutions in managing and preserving their financial resources. Its financial advisors handle a wide range of services, including investment management, financial planning, wealth management, and institutional equity research. The company has been operating since 1989. Its portfolio managers each possess over 20 years of experience in the financial industry.
HM Payson
HM Payson is an independent advisory firm that has been operating since 1854. Its financial planning team, which is composed of CFPs, guides individuals, families, and institutions in Portland on matters concerning college funds, retirement lifestyles, long-term care plans, insurance coverages, Social Security benefits, and philanthropic intentions. The company also renders investment research and management and trust and estate planning. Managing director William Weickert has worked with HM Payson since 1989. He is a member of the Maine CFA Society.
IIS Financial Services
IIS Financial Services is an independently owned firm that has been serving clients in Portland and the surrounding areas since 2013. It helps individuals and businesses achieve their financial objectives through wealth management, retirement planning, and financial education. The firm provides securities and financial advisory services through Cetera Advisors LLC, which is a member of SIPC and FINRA. IIS Financial Services utilizes modern technology to create financial plans based on the individual goals of clients.
Integrated Financial Partners
Integrated Financial Partners assists clients in Portland with various aspects of wealth management. Its advisors take the time to learn more about each customer's financial situation in order to address their concerns about retirement savings and investment management. They also provide advice on how to save for college, maximize their tax strategies, and set up adequate insurance for their families. Adam Rothbart works for Integrated Financial Partners as a financial planner. He uses his CRPC credential to help clients achieve the retirement lifestyle they desire.
Old Port Advisors
Old Port Advisors has been catering to individuals, families, and businesses in the Portland metro and the surrounding areas since 1994. It helps clients grow and protect their wealth by offering financial planning services. These cover education, estate, and retirement planning and risk management. Its process involves assessing the customers' financial situation, identifying their goals, designing and implementing personalized plans, and monitoring results. Fredric Williams, the managing director, brings over 40 years of experience in the industry.
Penobscot Financial Advisors
Penobscot Financial Advisors (PFA) offers financial planning and asset and wealth management services from its offices in Portland and Bangor. To optimize the clients' finances based on the lifestyle they wish to achieve in the future, the advisors assess their current financial status, develop action plans to help them pursue their goals, and recalibrate the strategies to accommodate career transitions and economic shifts. PFA brings over four decades of industry experience. Founder Jim Bradley holds several designations, including Certified Financial Planner and Chartered Financial Analyst.
Portland Financial Planning Group, LLC
Established in 1998, Portland Financial Planning Group, LLC, is an independent agency that serves clients in the metro. It provides various financial planning services to retirees, professionals, and their families. These include asset allocation and investments, retirement, tax, education, and estate planning, and cash flow and debt management. Co-founder Brian L. Dietz holds the CFP and CFA designations. He is affiliated with the National Association of Personal Financial Advisors and has been quoted in Portland Press Herald and InvestmentNews.
Robinson Smith Wealth Advisors, LLC
Robinson Smith Wealth Advisors, LLC, has been serving clients in Portland and the surrounding areas since 2013. It offers financial planning and investment management services. It assists in college planning, debt management, insurance and risk management, charitable giving, and tax planning. It utilizes asset location for tax efficiency and diversifies portfolios to minimize volatility over long-term market cycles. David Robinson, the managing member, is a CFP with over 25 years of experience as a financial advisor to families and individuals.
Vincenzo Garganese
Vincenzo Garganese is a Baystate Financial representative who serves individuals, families, and businesses from Portland and the surrounding areas. He provides financial planning services, which include balance sheet, cash flow, and debt management. He also offers wealth accumulation, tax management, retirement planning, and estate planning services. Other services he provides include business succession planning. Vincenzo Garganese has been working in the financial services industry for more than five years. Registered Representative of and securities offered through MML Investors Services, LLC, Member SIPC, and a MassMutual subsidiary. Transactions may not be accepted by e-mail, fax, or voicemail.
Wintergreen Financial Group
Wintergreen Financial Group caters to clients in Portland and the surrounding areas. The financial advisory company offers a wide range of services that can help individuals, families, entrepreneurs, and corporations achieve financial stability. Its financial advisors provide various investment advisory programs, including SAM, MWP, PWP, MAS, and GWP. The group also gives clients guidance on mutual fund asset allocation programs and portfolio monitoring. The company has been serving clients for more than 20 years.