Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

638 advisors near
04072

Out of 400,000+ nationwide

user avatar
firm logo

Damien S

CFP®, Series 66

Cape Elizabeth, ME

Maiden Cove Capital

Damien Saccani is a CFP® professional with 12 years of industry experience. He is the sole advisor at Maiden Cove Capital, where he has worked since 2020. His prior experience includes roles at Morgan Stanley and GWM Advisors, LLC. Maiden Cove Capital is a boutique, fee-only registered investment adviser serving individuals, trusts, retirement plans, and business entities. The firm employs a tactical allocation framework with a buy-and-hold orientation and offers services that include discretionary portfolio management, financial planning, business consulting, and retirement plan advisory.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Zachery K

Series 65

Scarborough, ME

Conscious Capital

Zachery Kuntz is a financial advisor at Conscious Capital with a Series 65 designation and four years of industry experience. He has worked at PepsiCo since 2015, where he holds the position of Human Resources Manager and is involved in HR transformation projects. Conscious Capital serves individual clients, high-net-worth households, retirement plans, and institutional clients by offering financial planning, tax and estate planning, retirement-plan consulting, and discretionary portfolio and wealth management. The firm uses a combination of fundamental and technical analysis with Modern Portfolio Theory for portfolio construction and offers socially conscious investment options, manager due diligence, and educational seminars.

Cash flow / budgeting ESG / Sustainable investing Founder/Business Owner Retired Values-based investing
user avatar
firm logo

Justin B

CFP®, Series 63, Series 65

Scarborough, ME

Blue Point Financial, Inc.

Justin Beauregard is a CFP® with 16 years of experience in the financial services industry. He is currently with Blue Point Financial, Inc., where he has worked since 2018, and previously held roles at Osaic Wealth, Inc., Triad Advisors, Equity Services, Inc., and National Life Group. In addition to his advisory role, he is licensed to provide a range of insurance products including life, long-term care, disability, and annuities. Blue Point Financial, Inc. offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm uses model-based portfolios aligned with modern portfolio theory and employs risk assessments and investment policy statements to guide diversified allocations.

General retirement planning
user avatar
firm logo

Timothy O

CFP®, Series 63

Scarborough, ME

Blue Point Financial, Inc.

Timothy O’Halloran is a CFP® with 33 years of experience in the financial services industry. He is currently with Blue Point Financial, Inc., where he has worked since 2018, and has prior experience at Osaic Wealth, Inc., Triad Advisors, Equity Services, Inc., and National Life. Outside of his advisory role, he also holds insurance licenses and provides a range of insurance products. Blue Point Financial, Inc. offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm uses model-based portfolios aligned with modern portfolio theory and emphasizes risk assessment and ongoing account monitoring.

General retirement planning
user avatar
firm logo

Marta H

CFP®, Series 66

Westbrook, ME

Silver Accounting Service Inc. DBA Silver Financial Service

Marta Haydym is a financial advisor at Silver Accounting Service Inc. DBA Silver Financial Service with seven years of industry experience. She holds CFP® and Series 66 credentials. Her work history includes roles at Atlantic Coast Financial and Edward Jones. Silver Financial Service provides investment management, financial planning, and tax preparation services to individuals, trusts, and business owners. The firm employs a mix of passive and active strategies using low-cost funds and offers discretionary portfolio management alongside written financial plans, incorporating tax and accounting expertise in its advisory approach.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Charles C

CFP®, Series 63, Series 66

Portland, ME

Clark & Stuart Inc

Charles Clark is a CFP® with 46 years of industry experience, currently serving at Clark & Stuart Inc in Portland, ME, where he has worked since 1994. He holds Series 63 and Series 66 licenses. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, their families, small businesses, and not-for-profit institutions. The firm employs a conservative-growth, fundamentally driven strategy focused on concentrated portfolios of high-quality common stocks, tailored to clients’ tax status, risk tolerance, and liquidity needs.

Active portfolio management Concentrated stock management Wealth management
user avatar
firm logo

Timothy N

Series 66

Portland, ME

Ten Seven Capital

Timothy Nihill is a financial advisor at Ten Seven Capital with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Santander Securities. He is the founder of Crypto Collaborative, a consulting initiative that provides cryptocurrency-related services to financial professionals. Ten Seven Capital offers portfolio management, financial planning, and family office services primarily to individuals and high-net-worth families. The firm sponsors a wrap fee program, publishes a weekly subscription newsletter, and employs a mix of fundamental, quantitative, and technical analysis with a long-term trading orientation.

Family Business Retirement income strategy Charitable giving & philanthropy Income planning
user avatar
firm logo

Christopher F

Series 65

Portland, ME

Pine Capital

Christopher Ferguson is a financial advisor at Pine Capital with a Series 65 credential and three years of industry experience. He is a part owner of Cherry Bomb Table Games, a game development company, and also coaches football at Portland High School. Additionally, he owns a women's boutique called Bobbles & Lace Charleston. Pine Capital provides discretionary investment management for individuals, trusts, and select institutional clients, using a research-driven growth-at-a-reasonable-price equity selection approach and primarily constructing portfolios from individual stocks and bonds.

10b5-1 plan design
user avatar
firm logo

Peter V

Series 65

South Portland, ME

Abington Investment Group, LLC

Peter Van Dessel is a financial advisor with Abbington Investment Group, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Abbington Investment Group since 2015. Outside of his advisory role, he serves as a trustee of the E.S.B. Pension Plan in Dublin, Ireland. Abbington Investment Group provides discretionary asset management services primarily to high net-worth individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a macro-driven investment approach focused on managing portfolio volatility and invests across inflation-linked bonds, real assets, international equities, and managed futures, managing client assets entirely in-house.

Passive / index investing Private / alternative investments
user avatar
firm logo

Eric L

Series 63, Series 66

Portland, ME

Wright Cove Capital

Eric Leinwand is a financial advisor at Wright Cove Capital with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and managed his own practice before joining Wright Cove Capital. Outside of his advisory role, he is a passive investor in 3 QUID LLC, a company that invests in start-ups and real estate. Wright Cove Capital provides fee-only, discretionary investment management to individuals, high net worth clients, families, and business entities. The firm uses a combination of fundamental and technical analysis along with third-party research and computerized asset-allocation tools to create diversified portfolios tailored to client objectives.

Active portfolio management
user avatar
firm logo

Christopher L

Series 65

Portland, ME

Pine Capital

Christopher Lorenz is a financial advisor at Pine Capital with 21 years of industry experience and holds a Series 65 designation. He has been managing member of Winterstick Snowboards, a snowboard manufacturing business in Maine, since 2001. Lorenz also serves on the board of trustees at Carrabassett Valley Academy, a college preparatory school in Maine, and is involved with family investment trusts as a paid trustee. Pine Capital provides discretionary portfolio management and investment advice primarily to individuals, trusts, and certain institutions, using a fundamental, growth-at-a-reasonable-price (GARP) investment approach focused on company-level research and customized strategies tailored to client goals and risk tolerance.

10b5-1 plan design
user avatar
firm logo

Kenneth B

Series 63, Series 65

Portland, ME

Headinvest

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Wealth management General retirement planning Tax strategies for small businesses Founder/Business Owner Retired
user avatar
firm logo

Neil C

Series 63, Series 65

Portland, ME

Kelleher Financial Advisors, LLC

Neil Cataldi is a financial advisor at Kelleher Financial Advisors, LLC in Portland, ME, holding Series 63 and Series 65 designations with 14 years of industry experience. He is also the Principal of Blueprint Capital Management, a single-operator RIA specializing in a Microcap equity strategy since 2012. His prior experience includes roles at Viking Associates from 2008 to 2022. Kelleher Financial Advisors serves individuals, families, trusts, institutions, corporations, and pension plans with about $1.15 billion in assets under management. The firm’s investment approach is driven by fundamental research, offering tailored strategies across three divisions that include long-term equity management, balanced portfolios with third-party managers, and a value-oriented concentrated strategy incorporating options.

Concentrated stock management Options & derivatives strategies Charitable giving & philanthropy Founder/Business Owner Executive
user avatar
firm logo

Jason F

Series 66

Portland, ME

Old Port Advisors

Jason Foster is a financial advisor at Old Port Advisors with 28 years of industry experience. He holds a Series 66 designation and has been with Old Port Advisors since 2012. Prior to his current role, he worked at Purshe Kaplan Sterling Investments for eight years. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, providing fiduciary consulting for retirement plan sponsors. The firm manages approximately $783 million for around 800 clients through an 11-advisor team, using a macro-driven investment process that combines global economic themes with fundamental and technical research to construct balanced, value-oriented portfolios.

Private / alternative investments Options & derivatives strategies Charitable giving & philanthropy
user avatar
firm logo

Sandi G

Series 65

Portland, ME

Bay Colony Advisors

Sandi Goodman Brown is a financial advisor at Bay Colony Advisors with a Series 65 credential and one year of industry experience. She has previously worked at The Kessler Group and operates SGB & Associates. Outside of her advisory work, she is the owner of JMB Group, LLC, a commercial real estate company based in Portland, Maine. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other asset classes, and combines centralized infrastructure with advisor discretion.

Private / alternative investments Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Richard S

Series 63, Series 65

Portland, ME

Portland Global Advisors LLC

Richard Strabley is a financial advisor at Portland Global Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Portland Global Advisors since 1997. Portland Global Advisors LLC provides discretionary portfolio management and consulting services primarily to high-net-worth individuals, including trusts, IRAs, and donor-advised funds. The firm focuses on customized asset allocation based on clients’ goals and uses in-house research and cost-efficient investment vehicles such as ETFs, managing over $1 billion in assets with a nine-advisor team.

Wealth management Charitable giving & philanthropy Cash flow / budgeting
user avatar
firm logo

Racquel T

CFP®

Portland, ME

Bigelow Investment Advisors, LLC

Racquel Tibbetts is a CFP® professional with five years of industry experience, currently serving at Bigelow Investment Advisors, LLC since 2020. She previously worked at Key Bank, NA for 19 years. Bigelow Investment Advisors provides fee-based portfolio management and investment advice to a diverse client base including individuals, institutions, retirement plans, trusts and estates, non-profits, and small businesses. The firm focuses on long-term, diversified asset allocation using a combination of fundamental and technical analysis, third-party research, and periodic account reviews, and is notable for its corporate affiliation with a Maine mutual savings community bank.

ESG / Sustainable investing
user avatar
firm logo

James B

CFP®, CFA®, Series 66

Portland, ME

Penobscot Financial Advisors

James Bradley is a CFP® and CFA® with 28 years of experience in the financial services industry. He has worked at Penobscot Financial Advisors since 2011 and previously held roles at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. Outside of finance, he is a flight instructor and pilot at Maine Coastal Flight Center and serves as Treasurer and volunteer board member for Hospice Volunteers of Hancock County. Penobscot Financial Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm employs a multi-disciplinary investment approach with a long-term orientation and offers both comprehensive wealth management and standalone financial-planning services.

General retirement planning Cash flow / budgeting University Employee
user avatar
firm logo

Fredric W

Series 63, Series 65

Portland, ME

Old Port Advisors

Fredric Williams is a financial advisor at Old Port Advisors with 17 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Old Port Advisors since 1997. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, managing approximately $783 million for around 800 clients. The firm follows a macro-driven investment process that combines global economic themes with fundamental and technical research to create balanced, value-oriented portfolios.

Private / alternative investments Options & derivatives strategies Charitable giving & philanthropy
firm logo

Nathan H

CFP®, Series 63, Series 66

Portland, ME

Penobscot Financial Advisors

Nathan Hubbard is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2018, holding various positions including Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning Consultant, and Customer Relationship Advocate. Nathan's experience spans multiple facets of financial services, focusing on partnering with individuals and families to create customized financial plans. He holds a California Insurance License, supporting his expertise in financial planning and investment consulting. Outside of his professional work, Nathan's personal interests include boating, family activities, golf, spending time at the lake, pets, and swimming.

General retirement planning Wealth management Cash flow / budgeting University Employee
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")