Charter Oak Capital Management
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Financial Advisor in Portland, Maine
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.
Specialties
401K Consulting
403B Plans
Advisory And Investment Management
Annuities & Life Insurance
Asset Protection
Business Planning
Certified Financial Planner
CFP ®
Charitable Planning
College Planning
Comprehensive Financial Planning
Corporate Bonds
CPA
Debt Management
Disability Income & Long Term Care Insurance
Divorce Planning
Estate Planning
Family Financial Planning
Fee Only
Fiduciary
Income Tax Planning
Independent Investment Advisor
International Financial Planning
Investment Consulting
Investment Policy Statements
Investment Services
IRA
Job Transition Coaching
MBA
Middle Income
Mutual Funds
Passive Investment Strategies
Planning
Professional Wealth Management
Retirement Distribution Plan
Retirement Planning
Socially Responsible Investments
Special Needs Planning
Stocks
Sustainability
Synergistic Portfolio Planning
Trustee Services
Wealth Management
Women's Issues
Young Investors
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