Birchbrook

Portland, Maine

Great Diamond Partners is an independent wealth management firm in Portland, Maine, founded in 2019 and led by managing partner Helen Andreoli. The firm offers financial planning and investment strategy services with a client-centered approach that emphasizes understanding clients' personal values alongside financial objectives. The team includes financial advisors, portfolio managers, and client relationship specialists focused on personalized service rooted in the local community.

Portland, Maine

Waypoint Financial is an independently owned advisory firm in Portland, Maine, founded and led by Keith Fosler, who holds over 30 years of experience in the financial services industry and maintains Series 7, 9, 63, and 65 licenses plus Maine insurance licensing. The firm serves individuals, families, and small business owners with investment management, retirement planning, and wealth accumulation services across a range of vehicles including stocks, bonds, mutual funds, ETFs, annuities, and retirement accounts. Fosler specializes in helping clients approaching or in retirement develop income-focused investment strategies aligned with their long- and short-term goals.

Wells, Maine

Tindon Health & Wealth, based in Wells, Maine, offers investment advisory services through Foundations Investment Advisors, an SEC-registered adviser, along with insurance analysis and Medicare supplement guidance for Maine and New Hampshire residents. The firm operates as a fiduciary and provides free assistance navigating health coverage options through state marketplaces for self-employed, unemployed, and early-retiring individuals. Investment advisory services require formal engagement and documentation, and the firm's advisors are properly licensed under SEC registration (CRD #175083).

Portland, Maine

CAPTRUST is an investment advisory firm in Portland, Maine. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.