6 advisors with offices in Portland. Credentials, fee structures, and minimums are disclosed on each listing.
Portland, 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
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
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 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
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
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 detailsAdvisors serving Portland specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Maine's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.