What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Maine area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every Maine Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Craig Joncas
CFP®
Penobscot Financial Advisors
Portland, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management
Fee-Only financial planner located in Portland, ME, serving clients locally and across the country
Abby Morton
MBA, CFP®
Gather Financial® Planning
Bangor, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bangor, ME, serving clients locally and across the country
Scott Upham
CIMA®, CPWA®
EP Wealth Advisors
Brunswick, ME
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Michael Rauth
MBA, CFP®, RICP®
North Haven Financial LLC
Scarborough, ME
Specialties: Retirement Income Planning (Safe & Sustainable Withdrawal Strategies), Tax Planning / Tax Reduction Strategies, Social Security Claiming Strategies, Investment Management, Comprehensive Financial Planning
Fee-Only financial planner located in Scarborough, ME, serving clients locally and across the country
Brie Pio
CFP®, MBA
Birch Point Wealth Management LLC
Rockport, ME
Specialties: Comprehensive Financial Planning, Retirement (Work Optional) Planning , Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Risk Management, Budgeting / Cashflow , Education Planning , Benefits / Pension / 401(k), Planning Opportunities for Small Business Owners
Fee-Only financial planner located in Rockport, ME, serving clients locally and across the country
Sara Casale
CFP®
Cornerstone Financial Planning, LLC
Portland, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, ME, serving clients locally and across the country
Scott Whytock
CFP®
August Wealth Management
Portland, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Estate Planning, Divorce Financial Planning
Fee-Only financial planner located in Portland, ME, serving clients locally and across the country
Michael Goldman
CFP®, MA
Gather Financial® Planning
Falmouth, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Portland, ME and Serving Clients Nationwide
Jeffrey Burch
EP Wealth Advisors
Brunswick, ME
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Mackenzie Arsenault
CFP®, BS
Cornerstone Financial Planning, LLC
Portland, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, ME serving clients throughout the region
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
