Bigelow Investment Advisors, LLC is an investment management and financial planning firm headquartered in Portland, Maine. We are the most trusted advisor to our clients and their families. We partner with them to clarify and achieve their long term financial goals, creating positive change in their lives and those they support.
Bigelow builds long-term client relationships with high quality, inspired service. We nurture each client's unique goals and values, taking pride in our low client-to-advisor ratio. We know that helping our clients achieve their financial goals is one of the most significant ways that we can impact their lives.
Bigelow builds long-term client relationships with high quality, inspired service. We nurture each client's unique goals and values, taking pride in our low client-to-advisor ratio. We know that helping our clients achieve their financial goals is one of the most significant ways that we can impact their lives.
Services
Eva has been helping high net worth individuals, trustees, municipalities and non-profit institutions in Maine for over 30 years. Her prior experience includes all aspects of client service, securities processing and trust operations at Maine National Bank, HM Payson & Company, and TD Wealth Management.
We recognize and appreciate that your financial situation is unique to you. That is why Bigelow creates portfolios custom tailored to each of our clients' objectives. A customized portfolio will help you to gain some control over your portfolio's asset allocation, internal investment cost, tax efficiency, and interest rate risk.
Financial Planning is the process that matches your financial goals to the resources that you have available. We believe it is the engine that helps you make the most of the important financial decisions in your life, as one decision ultimately has an impact on all of the other facets of your financial picture.
We believe that investors now have the ability to easily integrate Environmental, Social, and Governance considerations into their portfolios, without sacrificing financial performance or cost. We are proud to introduce our Positive Impact portfolios, designed for investors that are interested in financial performance and positive change.
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