Fiduciary advisors in Maine

Augusta, Maine

Pine Harbor Advisors is an investment advisory firm in Augusta, Maine. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 31 Google reviews.

Bangor, Maine

Wealth Enhancement Group is an investment advisory firm in Bangor, Maine. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bangor, Maine

Birchbrook is an investment advisory firm in Bangor, Maine. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bangor, Maine

Thompson Financial Group is a Bangor, Maine-based firm offering estate planning, investment management, retirement planning, and insurance solutions, alongside pension and benefits administration for employers. The firm is led by CEO Bryan Thompson and a team of financial advisors and professionals, with representatives registered through Ameritas Investment Company, LLC (Member FINRA/SIPC) and Ameritas Advisor Services for securities and advisory services. The firm operates using a structured process it calls CLIMB, designed to provide clarity and ongoing guidance aligned with clients' changing circumstances. Founded by Arthur Thompson, the firm also maintains locations in Tennessee.

Brewer, Maine

Northern Alliance Financial is an investment advisory firm in Brewer, Maine. The office is open five days a week.

Brewer, Maine

Northpoint Financial is an investment advisory firm in Brewer, Maine. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Camden, Maine

BayView Financial is a wealth management firm in Camden, Maine that offers financial planning and investment strategy services to clients across different life stages and financial backgrounds. The firm uses a three-step process centered on understanding client circumstances, developing personalized recommendations, and implementing investment strategies with ongoing support. The practice emphasizes customized approaches rather than standardized solutions and encourages initial consultation through a complimentary introductory call.

Camden, Maine

Birchbrook is a fee-only fiduciary financial advisor based in Camden, Maine, serving individuals, estates, and nonprofits. The firm holds a CLU credential and offers trust and estate administration services, with over 40 years of experience in wealth transfer planning and fiduciary representation. They also work with organizations on retirement plan establishment and endowment management. As an independent firm, Birchbrook operates without commissions and structures its compensation to align with client interests.

Ellsworth, Maine

Wealth Enhancement Group is an investment advisory firm in Ellsworth, Maine. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Hampden, Maine

Meridian Wealth Strategies is an investment advisory firm in Hampden, Maine. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Kennebunk, Maine

Independent RIA

Kennebunk Investment Services is an independent wealth management firm founded in 2004 and led by President John Gurski, a CFP® with over 30 years in financial services. The firm provides investment management, financial planning, retirement planning, estate planning, tax strategies, and risk management to individuals, families, and businesses, operating as a fiduciary through a partnership with LPL Financial. The firm employs a consultative planning process focused on understanding clients' unique circumstances and developing customized investment strategies that address preservation of assets and access to funds across life stages. Ongoing portfolio review, management, and rebalancing are part of the firm's service model.

Kennebunk, Maine

Independent RIA

Mercer Advisors - Kennebunk is an independent ria firm in Kennebunk, Maine. It acts as a fiduciary. The firm specializes in Wealth Management. The office is open daily.

Kittery, Maine

Two Tugboats Wealth Management, LLC is an independent firm based in Kittery, Maine, offering investment management, wealth management, retirement planning, estate planning, tax planning, and risk management services. The firm emphasizes client-centered advice with no proprietary products or sales commitments, using vetted portfolio managers aligned with a philosophy of downside protection and asset appreciation. Services include cash flow planning, retirement savings strategies, coordination with clients' professional advisors, and foundational protection planning through cash reserves and insurance analysis.

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.

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.

Portland, Maine

Raymond James & Associates is an investment advisory firm in Portland, Maine. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Portland, Maine

Penobscot Financial Advisors is a fee-only fiduciary firm in Portland, Maine, offering financial planning, wealth management, and investment management services. The firm's advisors include multiple CFP® certificants and two analysts with the CFA® designation, bringing tax-efficient investment strategies to client engagements. Operating under a fee-only compensation model with no commissions or third-party payments, the firm structures its services around initial goal-setting and ongoing portfolio oversight for clients across life stages from early accumulation through retirement and estate planning.

Portland, Maine

Legacy Point Financial Group, based in Portland, Maine, specializes in retirement planning for retirees, near-retirees, and those building toward retirement. The firm's founding partners—Shaun, who holds the AIF and RICP designations, and Will, a CFP and AIF—lead a team providing financial planning and investment advice through a structured process of discovery, solutions development, implementation, and ongoing review. The firm coordinates with clients' tax and legal advisors as needed and maintains regular communication to address evolving circumstances.

South Portland, Maine

Pine Harbor Advisors is a fiduciary financial planning and wealth management firm based in South Portland and Augusta, Maine, with roots tracing back to 1994. The firm specializes in retirement planning and long-term financial guidance, operating under a team-based model rather than single-advisor structure. They offer financial planning services with an emphasis on tax-efficient strategies and employer-sponsored retirement plan advisory, and provide complimentary initial consultations to prospective clients.

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).