Top financial advisors in Portland, 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 seek a financial advisor in Portland, ME, when facing decisions about healthcare costs or long-term care planning, especially as these can significantly impact your finances as you age. Without focused expertise, advisors may overlook how these expenses evolve, leading to gaps in your financial plan.
- Healthcare cost insight. Confirm how the advisor integrates rising medical expenses into your retirement budget.
- Long-term care strategies. Ask about options for funding care without depleting your assets prematurely.
- Income sustainability. Ensure they model your income sources to cover healthcare and living costs over time.
- Local knowledge. Advisors familiar with Portland's healthcare resources can better tailor your plan to regional realities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Zeke H
Series 66
South Portland, ME
Voya financial Advisors, Inc.
Zeke Hall's 11 years of experience and Series 66 license equip him to address retirement income strategies and business ownership considerations relevant to managing healthcare and long-term care costs in Portland, ME. Affiliated with Voya Financial Advisors, Inc., a large firm offering flat-fee planning and diverse advisory programs, he provides flexible fee options and access to extensive resources compared to smaller local advisors.
Experience: 12 years
Avg account: $236,678
-
James T
ChFC®, Series 63
Cape Elizabeth, ME
OSAIC
James Tyrrell Jr. brings over 50 years of experience and holds the ChFC® designation, making him well-equipped to address complex financial needs like healthcare and long-term care planning near Portland, ME. Affiliated with Osaic, a large firm offering flat-fee structures and comprehensive investment tools, he serves diverse clients including executives and retirees, providing tailored strategies that consider evolving medical expenses and income sustainability.
Experience: 53 years
Avg account: $398,336
-
Jennifer K
Series 66
South Portland, ME
Edward Jones
Jennifer Kimborowicz offers retirement income strategy and general retirement planning expertise, which are crucial for managing healthcare and long-term care costs in Portland, ME. Working with Edward Jones, a large firm managing over $1 trillion in assets, she provides access to diverse advisory programs and serves a broad client base, distinguishing her from advisors at smaller firms despite her relatively recent entry into the industry.
Experience: 1 year
Avg account: $246,728
-
Tucker L
Series 66
South Portland, ME
Mass Mutual Investors Services
Tucker Landry offers financial planning services from South Portland, ME, with expertise in divorce financial planning, estate guidance, and multi-generational wealth transfer, which can support managing healthcare and long-term care costs. Affiliated with the large firm Mass Mutual Investors Services, he serves diverse clients including business owners and trusts, leveraging collaborative planning and a Series 66 designation despite having three years of experience.
Experience: 3 years
Avg account: $249,379
-
Damien S
CFP®, Series 66
Cape Elizabeth, ME
Maiden Cove Capital
Damien Saccani offers expertise in wealth management and retirement plans for business owners, which can be crucial for addressing healthcare and long-term care costs in Portland, ME. His independent, flat-fee advisory model and 12 years of experience, including prior roles at Morgan Stanley, distinguish him from others by combining personalized service with a tactical allocation investment approach.
Experience: 12 years
Avg account: $2,669,489
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Portland, ME
Find advisors by type
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.
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")