Old Port Advisors

Old Port Advisors is a wealth management firm in South Portland, Maine, serving individuals and families with independent, locally focused financial guidance. The firm has offered fiduciary advice since 1994, building its work around private wealth management, financial advisory services, and retirement plan consulting. Its services cover retirement planning, income and cash flow, and estate matters, with portfolios tailored to each client rather than built from one-size-fits-all solutions. Clients have rated the firm 4.80.

The firm describes a collaborative process that begins with listening first to understand a client's goals and priorities before any strategy takes shape. It blends portfolio and asset management with disciplined risk management, sound planning, and due diligence, drawing on decades of market experience, research, and technology. Strategies are designed to grow, preserve, and transfer wealth across generations in line with a client's values, and recommendations are made under a fiduciary commitment to act solely in the client's best interest. The team works to integrate tax-efficient planning and to help clients navigate changing financial conditions with peace of mind.

The office sits on Middle Street in Portland, about a tenth of a mile from the Cumberland County Courthouse, the Portland Police Department headquarters, and the Edward T. Gignoux U.S. Courthouse. Post Office Park and Tommy's Park are both roughly a tenth of a mile away, and Franklin Street is a similar short distance from the office.

Old Port Advisors has earned a positive rating from the customers who have reviewed it, reflecting the relationships it has built with clients across the Portland area over three decades of independent, fiduciary wealth management.