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
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...
Charter Oak Capital Management is a Maine-based independent financial advisory firm, established in 1992. We work solely in our clients best interests and provide unbiased, conflict-free advice, planning and investment management.
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
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 indSee 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
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