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Financial Advisors in Maine

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

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

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

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

We are professionals who partner with you to address the increased complexity involved in making the most out of your resources to achieve your goals.

Our work is committed to helping you create your best financial future, achieve financial indepe... See More

Highlights: Middle Income, Certified Financial Planner, Wealth Management, Asset Protection, Estate Planning, Investment Services, CFP ®, Fiduciary, Retirement Planning, Mutual Funds, Comprehensive Financial Planning, Family Financial Planning, Debt Management, Income Tax Planning, Fee Only, MBA, Investment Consulting, Independent Investment Advisor

Our Firm offers a comprehensive, fee-only approach to financial planning and investment advisory services. We serve a wide range of clients, including corporate executives, professionals, physicians, business owners, retirees and others. We are ind... See More

Highlights: Fee Only, Sustainability, Retirement Planning, Comprehensive Financial Planning, Retirement Distribution Plan, Independent Investment Advisor, Wealth Management

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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