Find Top Financial Advisors Near South Portland, Maine
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HARBOR ADVISORY CORPORATION
Portsmouth, New Hampshire
Harbor Advisory Corporation, headquartered in Portsmouth, NH, is a small investment advisory firm with a strong focus on delivering personalized financial services. With three highly experienced employees, Harbor Advisory Corporation provides comprehensive investment advisory services to a diverse clientele.
Their impressive average of approximately $941,960,000 in assets under management per investment advisor exceeds the industry average, showcasing their expertise in managing substantial portfolios. The firm's compensation structure offers flexibility and includes a range of options such as a percentage of assets under management, fixed fees, and performance-based fees.
Harbor Advisory Corporation boasts a client base of over 60 individuals, with assets under management totaling more than $359,738,000. While primarily catering to high-net-worth individuals, the firm also has the capability to manage employer funds, although 401K and individual accounts constitute less than 30% of their assets under management.
The vast majority, 99%, of the assets managed by Harbor Advisory Corporation are discretionary, allowing the firm to make informed investment decisions on behalf of their clients. With one office in Portsmouth, NH, the firm operates in a single location, ensuring personalized and attentive service.
The success of Harbor Advisory Corporation can be attributed to their dedicated team of advisors, including the firm's longest-tenured professionals, such as Daniel Zibinskas, Weld Butler, and John Degan. Their extensive experience and commitment to client satisfaction have solidified Harbor Advisory Corporation's reputation as a trusted investment advisory firm in the industry.
ESSENTIAL PLANNING, LLC
Portsmouth, New Hampshire
Essential Planning, LLC, a small investment advisory firm headquartered in Portsmouth, NH, specializes in providing comprehensive financial planning and investment management services. With a team of nine dedicated professionals, including three experienced investment advisors, they deliver tailored solutions to their diverse clientele.
Their exceptional performance is evident in their impressive average of $2,614,240,000 in assets under management per investment advisor, which significantly surpasses industry standards. This achievement can be attributed to their diligent approach, deep expertise, and commitment to delivering excellent results.
Essential Planning, LLC prides itself on its diverse compensation structure, which includes various models such as a percentage of assets under management and performance-based fees. This approach ensures that their interests are closely aligned with their clients' financial success.
The firm currently serves over 340 individual clients, effectively managing more than $310,367,000 in assets. Notably, nearly half of these assets stem from employer 401K plans and individual investors, indicating their extensive experience and proficiency in this segment of the market.
A testament to their longevity and stability, Essential Planning, LLC boasts a team of seasoned advisors, including Andrew Lord, Hunter Lord, and Paul Doran, who have been with the firm for a significant period. This continuity and expertise contribute to their ability to provide consistent, reliable guidance to their valued clients.
With two office locations, Essential Planning, LLC is well-positioned to serve clients throughout the Portsmouth area. As a trusted partner, they are committed to delivering comprehensive financial planning solutions and personalized investment strategies to help individuals and businesses achieve their long-term financial goals.
CAPITAL DESIGN PRIVATE WEALTH LLC
Portsmouth, New Hampshire
Capital Design Private Wealth LLC, based out of Portsmouth, NH, is a small but highly reputable investment advisory firm. With a total of three employees, each of them dedicated to providing exceptional investment advisory services, Capital Design offers a personalized approach to wealth management.
One of the key factors that sets Capital Design apart is its impressive average assets under management per investment advisor, which stands at approximately $1,785,730,000. This figure significantly surpasses the industry average, reflecting the firm's ability to attract and retain substantial investments.
The compensation structure at Capital Design is diverse, encompassing various models, such as a percentage of assets under management. This approach ensures that the firm's interests are aligned with their clients' success and serves as a testament to their commitment to delivering outstanding results.
Capital Design boasts a substantial client base, with over 90 individual clients entrusting them with more than $111,000,000 in assets under management. The majority of these assets belong to high net worth individuals, demonstrating the firm's specialization in catering to the needs of affluent clients.
Employer 401Ks and individual accounts account for approximately half of the assets under management, showcasing Capital Design's extensive experience in this space. Moreover, the firm exclusively manages discretionary assets, allowing them to make informed investment decisions on behalf of their clients.
Situated in Portsmouth, NH, Capital Design operates from a single office, fostering close-knit relationships with clients and providing a personalized and attentive service. The firm boasts a team of highly experienced advisors, including Nicholas Drew, Andre Laplante, and Hilton Kelly, who have been with the company for an extended period, ensuring stability and continuity for their valued clients.
COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT
Portsmouth, New Hampshire
Compass Rose Private Investment Management, based out of Portsmouth, NH, is a reputable investment advisory firm serving over 150 individual clients. With a track record of success, they currently manage a robust portfolio of assets valued at over $104,030,000. Offering personalized financial solutions, Compass Rose specializes in managing employer 401Ks and individual investments, boasting extensive expertise in this sector.
With two offices, Compass Rose Private Investment Management is strategically positioned to cater to their clients' needs effectively. The firm prides itself on its discretionary asset management approach, as approximately 96% of the assets they oversee are managed with autonomy, enabling them to make informed investment decisions on behalf of their clients.
Compass Rose's compensation structure encompasses various models, including a percentage of assets under management and fixed fees. This comprehensive approach ensures that their clients' financial goals align with the firm's success, creating a mutually beneficial partnership.
With a dedicated team of four highly skilled professionals, each providing investment advisory services, Compass Rose Private Investment Management maintains an impressive average of approximately $26,010,000 in assets under management per investment advisor. Their team's collective knowledge and expertise empower them to offer tailored investment strategies that meet the unique needs of each client.
As a client-focused investment advisory firm, Compass Rose Private Investment Management remains committed to delivering exceptional financial guidance, ensuring that their clients' assets are effectively managed and their financial aspirations are realized.
SECURE PLANNING
Portsmouth, New Hampshire
Secure Planning, based out of Portsmouth, NH, is a reputable small investment advisory firm with a solid track record. With over 900 individual clients and more than $152,269,000 in assets under management, they have established themselves as a trusted partner for their clients' financial planning needs. The firm operates from two offices and offers a wide range of services, including insurance brokering and agency services.
What sets Secure Planning apart is their expertise in managing employer 401Ks and individual investments, making them well-versed in this specialized area. All of the assets they manage are discretionary, allowing clients to entrust their financial decisions to the capable hands of Secure Planning's experienced advisors.
The firm's compensation structure is flexible and diverse, offering various options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. This approach ensures that clients can choose the most suitable arrangement for their unique requirements.
With a total of six employees, four of whom specialize in investment advisory services, Secure Planning maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $38,070,000 in assets under their care.
Notably, Secure Planning boasts a team of seasoned advisors, including Lisa Dugan, Edward Mallon, and Julianne Smith, who have been with the firm for an extended period, providing stability and continuity for their clients.
Secure Planning's dedication to personalized service, comprehensive financial planning, and wealth management makes them a trusted partner in helping individuals and employers navigate their financial futures.
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
Portsmouth, New Hampshire
Measured Wealth Private Client Group, LLC is a local investment advisory firm based out of Portsmouth, NH, specializing in providing personalized wealth management solutions. With a total of 14 employees, 10 of whom are dedicated to delivering top-notch investment advisory services, they possess a robust team to cater to their clients' financial needs. The firm boasts an impressive average of approximately $56,000,000 in assets under management per investment advisor, aligning with the industry standard.
With over 490 individual clients, Measured Wealth Private Client Group, LLC manages a substantial amount of assets, totaling over $384,673,000. Notably, nearly half of these assets originate from employer 401Ks or individuals, showcasing the firm's expertise and success in this particular domain. Demonstrating their commitment to ensuring clients' financial goals are met, an overwhelming 99% of the assets they manage are done so on a discretionary basis.
Measured Wealth Private Client Group, LLC operates from three offices, strategically positioned to conveniently serve their clientele. The firm takes pride in its team of experienced advisors, with notable individuals like Kelly Foss-Root, Jay Levy, and Edward Benway contributing their expertise and tenure to the organization's success.
In terms of compensation, Measured Wealth Private Client Group, LLC offers a range of options to align with their clients' preferences and objectives. This includes a percentage of assets under management, fixed fees, and other flexible structures.
Overall, Measured Wealth Private Client Group, LLC stands as a trusted partner, providing comprehensive investment advisory services and managing substantial assets to help their clients achieve their financial aspirations.
GRANITE BAY WEALTH MANAGEMENT, LLC
Portsmouth, New Hampshire
Granite Bay Wealth Management, LLC, headquartered in Portsmouth, NH, is a highly regarded local investment advisory firm with a strong track record. With over 340 individual clients and an impressive $252,514,000 in assets under management, they have established themselves as a trusted partner in financial planning and wealth management.
Specializing in employer 401Ks and individual investments, Granite Bay Wealth Management possesses extensive expertise in this sector, attracting a diverse range of clients. Their commitment to personalized service and tailored investment strategies has earned them a reputation for delivering exceptional results.
With 95% of their assets managed on a discretionary basis, Granite Bay Wealth Management offers comprehensive financial solutions that adapt to the evolving needs of their clients. Their compensation structure is designed to align their interests with those of their clients, offering various options such as a percentage of assets under management, hourly charges, and fixed fees.
Led by a team of seasoned professionals, Granite Bay Wealth Management comprises eight dedicated employees, with five of them providing investment advisory services. The firm maintains an industry-average average of approximately $50,500,000 in assets under management per investment advisor, ensuring clients receive personalized attention and expertise.
Notably, Granite Bay Wealth Management boasts a group of long-tenured advisors who have consistently delivered exceptional service. Prominent among them are Nathaniel Cary, Paul Stanley, and Joseph Skees, whose extensive experience and deep understanding of the financial landscape have been instrumental in the firm's success.
As Granite Bay Wealth Management continues to grow and serve their clients' financial needs, their commitment to excellence and client satisfaction remains unwavering, making them a trusted partner for individuals seeking comprehensive and reliable wealth management services.
CLARK ASSET MANAGEMENT, LLC
Portsmouth, New Hampshire
Clark Asset Management, LLC is a reputable investment advisory firm located in Portsmouth, NH. With five offices strategically placed throughout the region, the company is well-positioned to serve its diverse clientele. Comprising a dedicated team of eight professionals, three of whom specialize in investment advisory services, Clark Asset Management, LLC demonstrates a commitment to personalized attention and expert financial guidance.
With an average of $93,940,000 in assets under management per investment advisor, Clark Asset Management, LLC maintains an industry-standard level of performance. The firm's compensation structure is flexible and encompasses various types, including fixed fees, ensuring alignment with their clients' needs and objectives.
One distinguishing characteristic of Clark Asset Management, LLC is that 99% of the assets they manage are discretionary, showcasing the trust and confidence their clients place in their expertise. The firm primarily serves high net worth individuals, managing a substantial portfolio of over $281,807,000 in assets for more than 100 individual clients.
Boasting a team with extensive industry experience, Clark Asset Management, LLC is led by highly regarded advisors such as Christian Messemer, Michael Fechter, and Bradley Clark. These seasoned professionals contribute to the firm's long-standing reputation for excellence in investment advisory services.
Overall, Clark Asset Management, LLC distinguishes itself as a trusted partner for clients seeking comprehensive financial management solutions. Their track record of success, combined with their commitment to personalized service, positions them as a leading choice in the competitive investment advisory industry.
CORNERSTONE FINANCIAL PLANNING, LLC
Portsmouth, New Hampshire
Cornerstone Financial Planning, LLC, based out of Portsmouth, NH, is a reputable investment advisory firm serving over 110 individual clients with a remarkable $254,202,000 in assets under management. With three offices, Cornerstone Financial Planning specializes in providing comprehensive financial planning solutions to individuals and families.
Although 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the expertise and capacity to effectively manage employer funds. A noteworthy aspect is that 98% of the assets they manage are discretionary, reflecting their clients' trust and confidence in the firm's investment strategies.
Cornerstone Financial Planning primarily caters to high-net-worth individuals, managing the majority of their substantial assets. Their compensation structure is designed to align with the clients' needs and includes various options such as a percentage of assets under management, hourly charges, and fixed fees.
With a dedicated team of seven employees, including six investment advisors, Cornerstone Financial Planning maintains a favorable ratio of assets under management per investment advisor, averaging approximately $42,370,000. The firm takes pride in their experienced staff, with notable advisors such as Barry Betters, Christina Traurig, and Mackenzie Arsenault, who have demonstrated their commitment and expertise over the years.
Cornerstone Financial Planning, LLC strives to provide personalized financial advice and guidance, ensuring that their clients' goals and aspirations are at the forefront of every decision made. With their comprehensive approach and experienced team, they continue to be a trusted partner in helping clients navigate their financial future.
RICHARD BROTHERS, FINANCIAL ADVISORS
South Portland, Maine
Richard Brothers, Financial Advisors is a renowned investment advisory firm based in South Portland, ME. With a knowledge cutoff date of September 2021, ChatGPT doesn't have specific information about Richard Brothers. However, the following description provides a comprehensive overview of their business:
Richard Brothers, Financial Advisors boasts an impressive track record of success, catering to a diverse client base of more than 160 individuals. With their astute financial expertise and strategic guidance, they oversee a substantial portfolio of assets, totaling over $104,284,000 in assets under management. The firm has established itself as a trusted local presence, operating from their office in South Portland.
A distinguishing factor for Richard Brothers is their extensive experience in managing employer 401Ks and individual assets, making them well-versed in this specialized space. In fact, nearly half of their assets under management are derived from these sources, highlighting their proficiency in optimizing investment opportunities for both businesses and individuals.
Richard Brothers, Financial Advisors operates under a compensation structure that includes various types, such as a percentage of assets under management, fixed fees, and hourly charges. This flexible approach ensures that clients receive tailored financial solutions that align with their specific needs.
The firm comprises a dedicated team of ten employees, with seven of them specializing in providing investment advisory services. On average, each investment advisor at Richard Brothers manages an impressive portfolio of approximately $14,900,000 in assets under their care. Notably, the firm takes pride in its experienced advisors, including Zachary Lauzon, Randall Richard, and Neal Richard, who have contributed their expertise and dedication to the company's long-standing success.
As a client-focused investment advisory firm, Richard Brothers, Financial Advisors continues to uphold its commitment to delivering comprehensive financial guidance and helping clients achieve their financial goals with the utmost professionalism and expertise.
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RICHARD BROTHERS, FINANCIAL ADVISORS
South Portland, Maine
Richard Brothers, Financial Advisors is a renowned investment advisory firm based in South Portland, ME. With a knowledge cutoff date of September 2021, ChatGPT doesn't have specific information about Richard Brothers. However, the following description provides a comprehensive overview of their business:
Richard Brothers, Financial Advisors boasts an impressive track record of success, catering to a diverse client base of more than 160 individuals. With their astute financial expertise and strategic guidance, they oversee a substantial portfolio of assets, totaling over $104,284,000 in assets under management. The firm has established itself as a trusted local presence, operating from their office in South Portland.
A distinguishing factor for Richard Brothers is their extensive experience in managing employer 401Ks and individual assets, making them well-versed in this specialized space. In fact, nearly half of their assets under management are derived from these sources, highlighting their proficiency in optimizing investment opportunities for both businesses and individuals.
Richard Brothers, Financial Advisors operates under a compensation structure that includes various types, such as a percentage of assets under management, fixed fees, and hourly charges. This flexible approach ensures that clients receive tailored financial solutions that align with their specific needs.
The firm comprises a dedicated team of ten employees, with seven of them specializing in providing investment advisory services. On average, each investment advisor at Richard Brothers manages an impressive portfolio of approximately $14,900,000 in assets under their care. Notably, the firm takes pride in its experienced advisors, including Zachary Lauzon, Randall Richard, and Neal Richard, who have contributed their expertise and dedication to the company's long-standing success.
As a client-focused investment advisory firm, Richard Brothers, Financial Advisors continues to uphold its commitment to delivering comprehensive financial guidance and helping clients achieve their financial goals with the utmost professionalism and expertise.
BIGELOW INVESTMENT ADVISORS, LLC
Portland, Maine
Bigelow Investment Advisors, LLC, based out of Portland, ME, is a reputable local investment advisory firm with a solid team of professionals dedicated to providing exceptional investment advisory services. With a total of five highly skilled employees, they offer expert guidance in managing investment portfolios for their diverse clientele.
On average, each investment advisor at Bigelow Investment Advisors oversees approximately $104,190,000 in assets under management, which falls within the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a fair and transparent approach for their clients.
Bigelow Investment Advisors boasts an impressive roster of over 210 individual clients, who collectively entrust the firm with assets totaling more than $383,895,000. While less than 30% of their managed assets come from 401K and individual accounts, the firm possesses the expertise and capacity to effectively handle employer funds as well.
Of the assets they manage, a significant 81% are under their discretionary management, reflecting their clients' confidence in their decision-making abilities. With one office in Portland, ME, Bigelow Investment Advisors is deeply ingrained in the local community, catering to the unique financial needs of their clients.
The firm takes pride in its experienced advisors, with Racquel Tibbetts, Patrick Flood, and Michael Moore among the longest-tenured professionals on their team. Their extensive knowledge and dedication contribute to the firm's success in providing top-notch investment advisory services to their valued clientele.
H.M. PAYSON
Portland, Maine
H.M. Payson, headquartered in Portland, ME, is a prominent regional investment advisory firm that operates through three offices. With a team of 32 employees, 28 of whom are dedicated to providing investment advisory services, H.M. Payson demonstrates a commitment to delivering personalized financial solutions. They boast an impressive average of approximately $220,810,000 in assets under management per investment advisor, surpassing the industry average. The firm offers a diverse compensation structure, including options such as a percentage of assets under management and fixed fees.
While H.M. Payson manages a range of accounts, including 401Ks and individual accounts, these represent less than 30% of their total assets under management. Nevertheless, the company possesses the capability to effectively handle employer funds. A notable 93% of the assets they manage are under discretionary management, reflecting the firm's expertise and trusted decision-making.
In addition to investment advisory services, H.M. Payson extends its expertise as a trust company. Their comprehensive services cater to over 2,850 individual clients, overseeing an impressive $6,182,778,000 in assets under management. The firm prides itself on its long-standing relationships with clients, nurtured by seasoned advisors such as William Weickert, Thomas Pierce, and John Walker, who have exemplified dedication and expertise throughout their tenures.
H.M. Payson's unwavering commitment to providing exceptional financial guidance, combined with their impressive track record and diverse range of services, has solidified their reputation as a leading investment advisory firm in the region.
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