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 Portland, ME 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".
Every Portland, ME Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Abby Morton
MBA, CFP®
EP Wealth Advisors
Falmouth, ME
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Sara Casale
CFP®
Cornerstone Financial Planning
Portland, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Cash Flow Planning, Insurance Analysis
Take advantage of over 25 years of expertise to help you and your family achieve your financial goals.
Mackenzie Parsons
CFP®, BS
Cornerstone Financial Planning
Portland, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Cash Flow Planning, Insurance Analysis
Clear & Collaborative Wealth Management That Works For You. Take advantage of over 25 years of expertise to help you and your family achieve your financial goals.
Barry Betters II
CFP®, MBA
Cornerstone Financial Planning
Portland, ME
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Cash Flow Planning, Insurance Analysis
Take advantage of over 25 years of expertise to help you and your family achieve your financial goals.
Elizabeth Williams
EP Wealth Advisors
Falmouth, ME
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Michael Rauth
MBA, CFP®, RICP®
North Haven Financial LLC
Freeport, 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 Suffield, CT serving clients locally and across the country
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
Refine Your Search
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)
