Top financial advisors in Auburn, ME
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be looking for financial advisors in Auburn, ME if you're navigating retirement planning or managing healthcare and long-term care costs as you age. A common mistake is underestimating how these expenses can impact your overall financial security.
- Healthcare cost insight. Confirm how the advisor incorporates rising medical and long-term care expenses into your retirement plan.
- Income sustainability focus. Ask how they balance withdrawals to keep your income steady without depleting assets too soon.
- Local market knowledge. Advisors familiar with Auburn's economic and healthcare landscape can better tailor your plan to regional realities.
- Experience with aging clients. Look for advisors who understand the unique challenges of planning for an aging population, not just general retirement advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kali L
Series 66
Auburn, ME
Raymond James Financial
Kali Laganiere offers retirement planning expertise in Auburn, ME, with a focus on cash flow and budgeting, which is crucial for managing healthcare and long-term care costs during retirement. Working at Raymond James Financial, a large firm with flat-fee options, she serves a diverse client base and brings three years of industry experience, differentiating her through access to extensive research and a broad affiliate network.
Experience: 4 years
Avg account: $700,796
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Leslie S
Series 63, Series 65
Auburn, ME
Cetera
Leslie Stevens brings over 30 years of experience in wealth management and retirement plans for business owners, making her well-equipped to address retirement and healthcare cost planning in Auburn, ME. Operating within Cetera, a large firm offering diverse portfolio management and fiduciary solutions, she provides flexible fee structures including flat fees and hourly consulting, catering to high earners approaching retirement.
Experience: 31 years
Avg account: $306,089
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Bjorn H
Series 63, Series 65
Auburn, ME
LPL Enterprise
Bjorn Hjelmeland in Auburn, ME, offers expertise in general retirement planning and tax-loss harvesting, supported by eight years of industry experience and Series 63 and 65 credentials. Operating within LPL Enterprise, a large firm, he provides flat-fee financial planning and access to diverse investment options, which may suit self-employed clients and business owners seeking structured retirement strategies.
Experience: 8 years
Avg account: $239,757
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Matthew K
CFP®, Series 63, Series 66
Auburn, ME
Foundations Investment Advisors LLC
Matthew King, a CFP® with 12 years of experience in Auburn, ME, specializes in wealth management and retirement plans for business owners, making him well-suited to address retirement and healthcare cost planning. His firm offers flat-fee financial planning and employs an asymmetric rebalancing investment approach, serving a diverse client base including trusts and estates, which distinguishes him from other local advisors.
Experience: 13 years
Avg account: $340,025
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Sarah C
Series 66
Yarmouth, ME
LPL Financial
Sarah Church's experience with retirement plans for business owners and wealth management suits clients in Auburn, ME, navigating retirement and healthcare costs. Her flat-fee structure at LPL Financial, a large firm with extensive resources, offers transparent pricing and access to broad investment solutions, distinguishing her from advisors with different fee models or smaller firm affiliations.
Experience: 5 years
Avg account: $399,489
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