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Financial Advisors in Maine

Visit SagePath Financial Planning, LLC

Abby Morton, CDFA, CFP, MBA
SagePath Financial Planning, LLC is an independent, fee-only financial planning firm based in Bangor, ME and serving clients in Maine and North Carolina. Founded in 2004 by Abby Turner Morton, SagePath Financial Planning o... See More

TAK Advisory LLC
Cape Elizabeth, ME
Visit TAK Advisory LLC

Laongdao "Tak" Suppasettawat, CFP, CPA
A meaningful relationship starts with thoughtful, two-way conversations. Share your life, your needs, your inspirations, you current situation and your concerns.
We will help you create a carefully thought-out ... See More

Visit Goldman Financial Planning

Michael Goldman, CFP, MA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);GoldmanFinancial Planning specializes in meeting the needs of everyday people. Expertfinancial planning and coaching services are available on an ... See More

Visit Harvest Asset Group, LLC

Michael Donahoe, CFP, MBA
Harvest Asset Group is an independent, fee-only financial planning and investment advisory firm. We are committed to a personalized approach to help you establish and reach your financial goals. As a Harvest Asset Group clie... See More

Our mission at Portland Financial Planning Group is to help you achieve the peace of mind that accompanies financial security. We provide a coordinated approach to addressing each client’s financial circumstance. We promote practical solutions ... See More

EXPERIENCE; in the fee-only advisory business since 1983
CREDENTIALS; MBA, CFP
UNIQUE; Fee-only meaning no commissions accepted. Independent meaning conflict-of-interest free rendering of advice
visit website for more info or go to www.napfa.org

Highlights: CFP ®, Fiduciary, IRA, Comprehensive Financial Planning, Family Financial Planning, Fee Only, Investment Consulting, Socially Responsible Investments, Women's Issues, Professional Wealth Management, MBA, Middle Income, Independent Investment Advisor, Divorce Planning, NAPFA Member, College Planning, Certified Financial Planner, 401K Consulting, Retirement Planning, Estate Planning

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