Maine taxes retirement income and has a relatively high income tax rate, making tax planning important for retirees. Portland and Bangor host most of the state's advisory firms. Maine's aging population — the oldest median age in the country — drives strong demand for retirement income distribution, long-term care planning, and estate planning. Advisors here often serve seasonal residents who split time between Maine and Florida, requiring multi-state tax coordination.
Augusta, Maine
Pine Harbor Advisors is a financial planning firm based in Augusta, Maine. The firm provides financial planning services to clients in the region.
View detailsBangor, Maine
Wealth Enhancement Group operates in Bangor, Maine, and provides financial planning and investment management services. The firm conducts business in English.
View detailsBangor, Maine
Birchbrook is an investment-advisory firm based in Bangor, Maine. The firm's team holds the CLU (Chartered Life Underwriter) credential and operates in English.
View detailsBangor, Maine
Thompson Financial Group is located in Bangor, Maine and provides estate planning, investment management, and retirement planning services. The firm specializes in estate planning and retirement planning.
View detailsBrewer, Maine
Northern Alliance Financial is located in Brewer, Maine and provides investment advisory services.
View detailsBrewer, Maine
Northpoint Financial, based in Brewer, Maine, provides financial planning, insurance analysis, investment management, and retirement planning services. The firm specializes in insurance planning and retirement planning for its clients.
View detailsCamden, Maine
BayView Financial is located in Camden, Maine and serves clients in English.
View detailsCamden, Maine
Birchbrook is an investment advisory firm based in Camden, Maine. The firm's advisors hold CLU (Chartered Life Underwriter) credentials.
View detailsEllsworth, Maine
Wealth Enhancement Group provides financial planning and investment management services from its office in Ellsworth, Maine. The firm serves clients seeking assistance with these core advisory services.
View detailsHampden, Maine
Meridian Wealth Strategies is located in Hampden, Maine and specializes in retirement planning and small business advisory services. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services focus on retirement planning for clients seeking guidance in this area.
View detailsKennebunk, Maine
Independent RIA
Kennebunk Investment Services is an independent registered investment advisor based in Kennebunk, Maine, offering investment management and estate planning services. As a fiduciary, the firm acts in clients' best interests. The firm conducts business in English.
View detailsKennebunk, Maine
Independent RIA
Mercer Advisors - Kennebunk is an independent registered investment advisor based in Kennebunk, Maine, offering wealth management services. As a fiduciary, the firm acts in clients' best interests. The firm operates in English.
View detailsKittery, Maine
Two Tugboats Wealth Management, LLC is an investment management and wealth management firm located in Kittery, Maine. The firm provides services to clients in English.
View detailsPortland, Maine
Great Diamond Partners is a financial planning firm based in Portland, Maine. The firm provides financial planning services to clients in the local area
View detailsPortland, Maine
Waypoint Financial is located in Portland, Maine and serves clients in English. The firm operates as an investment-advisory business, though specific service offerings and credential details are not currently available
View detailsPortland, Maine
CAPTRUST, based in Portland, Maine, provides investment management, wealth management, and small business advisory services. The firm works with clients seeking guidance across multiple financial areas.
View detailsPortland, Maine
Raymond James & Associates in Portland, Maine provides retirement planning services with a focus on small business owners. The team includes advisors holding the Chartered Life Underwriter (CLU) credential. Services are offered in English.
View detailsPortland, Maine
Penobscot Financial Advisors is based in Portland, Maine and provides financial planning and investment management services. The firm specializes in retirement planning and investment management. The business maintains a 5-star rating on Google from 59 reviews.
View detailsPortland, Maine
Legacy Point Financial Group, based in Portland, Maine, provides financial planning and retirement planning services. The firm holds a 5-star rating on Google based on client reviews.
View detailsSouth Portland, Maine
Pine Harbor Advisors is a financial planning firm located in South Portland, Maine. The firm serves clients in English and maintains a 4.9-star rating across 151 Google reviews.
View detailsWells, Maine
Tindon Health & Wealth is an advisory firm based in Wells, Maine, specializing in services for small business owners. The firm provides insurance analysis to help clients evaluate coverage needs and options. They operate in English and have received a 5-star rating across 28 Google reviews.
View detailsThis listing shows advisory firms with offices in Maine. Each entry discloses its credentials, fee structure, and minimum account size. The table above is sortable; the city filter on the left narrows results; every firm links to its FINRA BrokerCheck and SEC IAPD record on the detail page.
If you're considering an advisor not on this list, the same verification applies: check their credentials, confirm fiduciary status in writing, and ask for the fee disclosure before you sign.