6 advisors with offices in Portland. Credentials, fee structures, and minimums are disclosed on each listing.
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.
View detailsPortland, 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.
View detailsPortland, 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.
View detailsPortland, 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.
View detailsPortland, 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.
View detailsPortland, 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.
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.