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Find Top Financial Advisors in Maine

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Auburn, Alabama, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Maine

Maine has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Maine have an average of 11 years of experience.

NOTE: The list of vetted financial advisors in Maine mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Maine.

Qualified Financial Advisors in Maine

VETTED
Financial Advisor
Alexander MillsCasco Bay Wealth Advisors5 Fundy RoadFalmouth, ME 04105
Experience11 Years
AUMNot Specified
Minimum Assets$250,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Maine

Alexander Mills
VETTED
Alexander Mills
Casco Bay Wealth Advisors
About Alexander Mills
"The best time to plant a tree was 20 years ago, but the second-best time is today." These words and the lessons my father taught me over the years instilled in me a planner's mindset and a passion for educating others. The old saying "an ounce of prevention is worth a pound of cure" is true in financial planning as well. My clients want a coach who can help them sort through the abundance of information available today while teaching them how to achieve their goals. As a father, I think a lot about the future of my two sons and want our financial resources to be a positive influence. As a husband, I want the security of knowing that my wife will be financially secure if the unexpected ever happens to me. My clients feel the same way. That's why I help families to save more, identify growth opportunities, protect what they've grown, and efficiently transfer their wealth to the next generation. I want my clients to live the life they love. Over the last several years, building my practice, I have felt the struggles and the pride of creating something of value, which is why I help business owners with strategies to get the most out of their business while managing their risk. When you decide to work with our practice, we start by understanding what is most important to you. Then our established process is used to build personalized strategies that fit your needs to help you achieve your financial goals. Lastly, we partner with you for the rest of your life to keep you on track. When I meet with clients, I want them to leave feeling understood, informed, in control and secure - with confidence in their future so they can focus their time enjoying what is important to them today. Outside of this important work, you can find me playing drums, reading a good spy book, playing fetch with our dog Seamus, or enjoying the Maine outdoors. Most often though, I'm with my family: at the playground, at a hockey rink or ball field, or at the beach and being the best father and husband I can be.
About Casco Bay Wealth Advisors
Objective Financial Planning for the Future You Envision

Our commitment to every relationship is why we believe our clients entrust us to guide their financial lives and recommend us to their families and friends to do the same for them.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 6317420Firm CRD# 8032Series 7, 66
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Office Location
5 Fundy Road,Suite 2C,Falmouth,ME 04105
Phone Number
207-233-7846

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FINRA/SEC Registered Advisors

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Firm Name
H.M. PAYSONPortland, ME
No. of Advisors33
AUM$6,955,171,652
No. of Clients4017
Fee StructureA percentage of AUM, Fixed fees
Firm Name
R M DAVIS INCPortland, ME
No. of Advisors57
AUM$6,315,757,763
No. of Clients5680
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
GREENBACKER CAPITAL MANAGEMENT LLCPortland, ME
No. of Advisors200
AUM$3,800,000,000
No. of Clients7
Fee StructureA percentage of AUM, Performance Based
Firm Name
MEANS WEALTH MANAGEMENTBangor, ME
No. of Advisors21
AUM$976,990,954
No. of Clients3038
Fee StructureA percentage of AUM, Hourly charges, Other (PROVIDE GENERAL ADVICE & FIN. PLANNING SVCS FOR A NEGOTIATED FEE)
Firm Name
HEADINVESTPortland, ME
No. of Advisors16
AUM$897,644,886
No. of Clients1240
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
PORTLAND GLOBAL ADVISORS LLCPortland, ME
No. of Advisors11
AUM$894,628,115
No. of Clients813
Fee StructureA percentage of AUM, Fixed fees
Firm Name
OLD PORT ADVISORSPortland, ME
No. of Advisors12
AUM$698,391,919
No. of Clients2276
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
GREAT DIAMOND PARTNERS, LLCPortland, ME
No. of Advisors10
AUM$613,396,493
No. of Clients1618
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
FOW PARTNERS, LPPortland, ME
No. of Advisors19
AUM$611,986,075
No. of Clients5
Fee StructureA percentage of AUM, Performance Based
Firm Name
BIGELOW INVESTMENT ADVISORS, LLCPortland, ME
No. of Advisors7
AUM$476,220,823
No. of Clients869
Fee StructureA percentage of AUM, Fixed fees
Firm Name
HARPSWELL CAPITAL ADVISORS, LLCNew Gloucester, ME
No. of Advisors7
AUM$446,184,778
No. of Clients56
Fee StructureA percentage of AUM
Firm Name
PENOBSCOT FINANCIAL ADVISORSPortland, ME
No. of Advisors11
AUM$434,543,021
No. of Clients1925
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ARIES WEALTH MANAGEMENT, LLCPortland, ME
No. of Advisors5
AUM$426,103,505
No. of Clients557
Fee StructureA percentage of AUM
Firm Name
COSTON, MCISAAC & SHEA FINANCIAL ADVISORSBar Harbor, ME
No. of Advisors10
AUM$405,676,340
No. of Clients1513
Fee StructureA percentage of AUM, Fixed fees
Firm Name
ROBINSON SMITH WEALTH ADVISORS, LLCSouth Portland, ME
No. of Advisors7
AUM$334,336,216
No. of Clients790
Fee StructureA percentage of AUM, Fixed fees

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