Bigelow Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$411,073,822
Clients
314
Advisors
4
of 8 employees
About
Bigelow Investment Advisors provides fee‑only portfolio management and investment advice to individuals, high‑net‑worth clients, institutions, retirement plans, trusts, non‑profits and small businesses. The firm manages both discretionary and non‑discretionary accounts and offers financial planning as part of its advisory services or as a stand‑alone engagement.
The firm emphasizes long‑term, diversified asset‑allocation strategies and implements portfolios using individual stocks and bonds, exchange‑traded funds, mutual funds, REITs and cash equivalents, generally avoiding frequent trading, margin and market timing. Investment decisions draw on fundamental and technical analysis and third‑party research, and clients set agreed asset allocation ranges and customization options such as ESG screens or security restrictions.
A distinctive feature is that Bigelow is majority‑owned by a mutual savings bank (originally Gorham Savings Bank and now Maine Community Bank), and the bank refers potential clients to the firm — an ownership and referral arrangement that is uncommon among similarly sized team firms. The firm also disclaims proxy‑voting responsibility for client securities and excludes certain non‑public or complex private vehicles from managed portfolios, which can influence how it works with institutional clients and other advisers.
Client services
Expertise
Fee options
Financial planning services offered at $165 per month on a 12-month contract (stand-alone service)
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.6% $2,000,001 - $5,000,000: 0.5% $5,000,001+: 0.4%
Account minimum: $300,000 Minimum fee: $500 per quarter (may be waived at firm's discretion) Fee-only: Fee-only investment management services; no commissions or sales compensation
Main office
2 Monument Square
Portland ME 04101
Advisors at this office
4
Most active in
California · Florida · Maine · Massachusetts · New Hampshire · New Jersey · New York · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
Patrick F
CFP®, Series 66
Portland, ME
Bigelow Investment Advisors, LLC
Patrick Flood is a CFP® with 16 years of experience in the financial industry. He has worked at Bigelow Investment Advisors, LLC since 2017 and previously at Key Investment Services LLC from 2009 to 2017. Patrick holds the Series 66 designation and is based in Portland, ME. Bigelow Investment Advisors provides fee-based portfolio management and investment advice to individuals, institutions, retirement plans, trusts, non-profits, and small businesses. The firm emphasizes long-term, diversified asset allocation using a range of securities and employs both fundamental and technical analysis to guide investment decisions.
Andrew N
CFP®, Series 63, Series 66
Portland, ME
Bigelow Investment Advisors, LLC
Andrew Nadeau is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He has worked at Bigelow Investment Advisors, LLC since 2022, following roles at Stonehearth Capital Management and Salem Five Investment Services. Bigelow Investment Advisors provides fee-based portfolio management and investment advice to individuals, institutions, retirement plans, trusts and estates, non-profit groups, and small businesses. The firm emphasizes long-term, diversified asset allocation using a mix of fundamental and technical analysis, third-party research, and periodic account reviews, and is majority owned by a Maine mutual savings community bank.
Matthew H
CFP®, Series 63, Series 66
Portland, ME
Bigelow Investment Advisors, LLC
Matthew Huckins is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Bigelow Investment Advisors, LLC. Before joining Bigelow in 2025, he worked for Fidelity Investments in various advisory roles from 2016 to 2025. Bigelow Investment Advisors provides fee-only portfolio management and investment advice to individuals, high-net-worth clients, institutions, retirement plans, trusts, nonprofits, and small businesses. The firm employs long-term, diversified asset-allocation strategies and uses a range of investment vehicles, emphasizing fundamental and technical analysis while generally avoiding frequent trading and market timing.
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