December 13, 2020

7 Best Financial Advisors in Portland, Maine • 2020 • Benzinga

By haziqbinarif


Portland is the most populous city in Maine and it boasts a wealth of financial planning firms to match. Take a look at Benzinga’s list of the best financial advisors in the Portland area to guide your search.

Best Financial Advisors in Portland Near You:

Best for Retirement Planning: Robinson Smith Wealth Advisors

Robinson Smith Wealth Advisors is a fee-only firm that serves New England with offices in Maine and New Hampshire. The firm offers comprehensive wealth management and investment advising. Robinson Smith has approximately 160 clients and focuses on individuals. It also serves businesses, trusts, estates and charities. 

The firm can help you through major financial milestones like selling a business. It also takes special interest in the unique needs of female clients. 

Robinson Smith’s specialty is as an advisor for retirement. The firm can help you start your journey or alter its course by prioritizing long-term investments. Robinson Smith uses evidence-based investments and modern portfolio theory to diversify your portfolio. 

Investment management fees range from 1.00% to 0.40% of assets under management (AUM). Fees reduce as assets increase.

$230,327,815

No account minimum

  • Financial planning services
  • Selection of other advisers (including private fund managers)

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)