Waypoint Financial

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.

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).