We do the heavy lifting for you: organizing the process; educating you on options; and developing strategies. Our aim is to help you keep on track for retirement and to assist you through crucial life transitions. Our goal is to make you feel supported, confident, and optimistic about your future, so you can enjoy life now, knowing you have planned for what lies ahead.
From offices located in Portland, Maine and Portsmouth, New Hampshire, we serve as your trusted family financial advisor. We partner with you to create and manage a personalized financial life plan. As fee-only, fiduciary financial advisors we are required to put your best interests first.
From offices located in Portland, Maine and Portsmouth, New Hampshire, we serve as your trusted family financial advisor. We partner with you to create and manage a personalized financial life plan. As fee-only, fiduciary financial advisors we are required to put your best interests first.
Services
We operate differently than many financial advisory firms; each of our clients is partnered with a dedicated team of two Financial Advisors who are CERTIFIED FINANCIAL PLANNER professionals and supported by a client service specialist. We believe this model enables us to deliver our clients the highest level of service.
We do not receive commissions from third-parties and we never get paid to sell investment products. We are compensated only by clients. We are fiduciaries and are required to act in your best interest. We believe this model reduces conflicts of interest and allows us to provide you with the most objective advice.
We provide financial planning and investment management on an ongoing basis. We have some clients who prefer to receive only financial planning or investment management, however, it's our experience that we are able to offer the highest level of service if we combine both services. We feel financial planning and investment management are most impactful and effective when delivered in an ongoing continual relationship.
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