CAPTRUST

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, Oregon

Deschutes Investment Consulting, LLC. is an investment advisory firm in Portland, Oregon. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 12 Google reviews.

Portland, Oregon

TenBridge Partners is an investment advisory firm in Portland, Oregon. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 22 Google reviews.

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.