Karen Elise Kilbride| CFP®, CPA
Portland Integritas Advisors, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Women's Financial Issues
- Retirement Distribution Planning
- Tax Planning
Portland, ME 04101
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Karen Elise Kilbride is a Portland ME based Fee-Only Financial Planner and Investment Advisor serving clients nationwide. Portland Integritas Advisors, LLC offers independent and objective financial planning and investment advisory services to help clients grow and protect their assets through life's transitions. Karen Elise Kilbride is a CERTIFIED FINANCIAL PLANNER ® Practitioner.
Karen Elise, formerly a Principal of On Course Financial Group, LLC founded Portland Integritas Advisors, LLC in 2012. Since 2003, Karen Elise has been planning and managing the financial affairs of individuals and families to help them achieve their goals.
Karen Elise has been a part of the financial services industry since 1984. Work experience before becoming a fee-only advisor in 2003 included practicing as a public accountant for both an international accounting firm (Coopers & Lybrand LLP) and a large regional CPA firm in Portland, Maine. Karen Elise's financial services industry experience also includes eleven years in the property/casualty insurance business working for a number of Fortune 500 companies in New York and Maine.
Karen Elise holds a Certificate in Financial Planning from Merrimack College and is a Summa Cum Laude graduate of the University of Southern Maine with a Bachelors of Science Degree in Accounting. Karen Elise earned the right to call herself a CFP® practitioner from the CFP Board of Standards in 2003. She is a member of the National Association of Personal Financial Advisors (NAPFA), and the American Institute of Certified Public Accountants (AICPA).
We believe the client interest comes first and we serve our clients as Fiduciaries because there is simply no other way to provide financial advice. Being a Fiduciary combined with our fee-only independent business model was chosen to be able to offer client centered objective advice.
We are a boutique wealth management "financial planning based investment management" firm serving clients who want to partner with a trusted advisor, one who stands shoulder to shoulder with you bringing clarity and direction to your financial affairs. Our retirement focus and choice to serve a select number of clients enables us to offer a higher quality and more personalized level of service.
We are planners, not just advisors. Listening and understanding all of the areas that define your personal financial situation enable us to develop an individualized financial plan fully reflective of your goals and the investment advice to help you achieve those goals. We believe financial planning is the cornerstone to a sound investment plan.