Top financial advisors in Augusta, 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 advice in Augusta, ME, if you're navigating healthcare costs or planning for long-term care as you or a loved one ages. Without focused guidance, it's easy to overlook how these expenses can impact your overall financial plan.
- Healthcare cost integration. Check how advisors incorporate current and future medical expenses into your retirement strategy.
- Long-term care planning. Ask about their approach to funding care needs without jeopardizing your financial security.
- Income sustainability. Confirm they model your income sources to cover both living and healthcare costs over time.
- Local knowledge. See if they understand Maine-specific healthcare programs and resources that could benefit you.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Samuel M
Series 66
Augusta, ME
Raymond James Financial
Samuel Mondonedo in Augusta, ME, offers retirement and business succession planning with a focus on cash flow and budgeting, which can help integrate healthcare costs into your financial strategy. Working at Raymond James Financial, a large firm with flat-fee options, he serves diverse clients and uses tailored plans based on risk profiling, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 3 years
Avg account: $700,796
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Carol G
Series 63, Series 66
Augusta, ME
Ameriprise
Carol Gilbert Tondreau specializes in retirement income strategy and Social Security optimization, making her well-suited to address healthcare cost integration and income sustainability for those approaching retirement in Augusta, ME. With 29 years of experience at Ameriprise, a large firm offering tax-efficient planning and a centralized consulting team, she provides research-driven, non-discretionary advice with a competitive 0.15% AUM fee.
Experience: 29 years
Avg account: $471,167
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Kathryn C
Series 63, Series 65
Augusta, ME
LPL Financial
Kathryn Carter's extensive 41 years of experience and affiliation with LPL Financial equip her to address complex financial needs in Augusta, ME, including integrating healthcare costs and long-term care planning into retirement strategies. Her flat-fee structure and focus on wealth management, retirement plans for business owners, and tax-loss harvesting distinguish her from others, while her background as a founder and retired professional adds practical insight.
Experience: 42 years
Avg account: $399,489
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Craig S
Series 63, Series 65
Augusta, ME
Maine Center for Wealth Management, LLC
Craig Stevens in Augusta, ME, integrates 14 years of experience in retirement planning with his legal expertise as an attorney, enhancing his approach to estate and long-term care planning. His independent status and focus on discretionary portfolio management with ETF emphasis distinguish him from others, while his fee structure includes a 1.50% AUM fee and $250 hourly planning rate, offering flexible financial planning options.
Experience: 14 years
Avg account: $416,938
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Eliot S
Series 66
Augusta, ME
Edward Jones
Eliot Sergent, based in Augusta, ME, offers expertise in general retirement planning and sustainable investing, which can help integrate healthcare costs into your retirement strategy. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to extensive resources and a program fee up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 0 years
Avg account: $246,728
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