Pine Harbor Advisors of South Portland

Pine Harbor Advisors of South Portland is a wealth management firm in South Portland, Maine. The firm provides retirement-focused financial planning and wealth management, including financial planning, investment management, tax planning, insurance planning, and wealth management for individuals and families. It also works with pre-retirees, retirees, business owners, public sector employees, and employer-sponsored retirement plans, helping plan sponsors implement and maintain plans that fit their teams and business goals. The firm serves clients across the greater Portland, South Portland, and Augusta areas of Maine. It holds a rating of 4.90.

Pine Harbor Advisors operates under the fiduciary standard, making recommendations based on what is best for the client rather than commissions or sales incentives. The team explains options without jargon so clients understand not just what is recommended but why it matters, and it adapts to each client's needs and goals with personal support. Tax planning is integrated into every part of the financial plan, with strategies intended to help clients keep more of what they earn. The firm has guided hundreds of people through the logistics of retirement, whether navigating an existing retirement plan or developing one for a business.

The team includes Managing Partner and Financial Advisor David Hanson; Financial Advisor Carl F. Hanson, CFP; Director of Operations and Client Services Cara Pritchett; Client Services Specialist Megan Spoerl; Registered Professional Colby Perigo, CFP; Client Engagement Coordinator Sadie Laperle; and Matt Welch, a Registered Professional focused on employer retirement plans. The first meeting is complimentary. The South Portland office is open Monday through Thursday from 8:30 AM to 5:00 PM and Friday from 8:00 AM to 4:00 PM, and the firm also maintains an office in Augusta.

The office sits on Sable Oaks Drive, about a tenth of a mile from Running Hill Road and the Maine Turnpike, and roughly a third of a mile from Gorham Road and Maine Mall Road. Running Hill rises about four tenths of a mile away, and Mallside Plaza is about half a mile from the office.

Clients choose Pine Harbor Advisors because they know the firm will be honest and straightforward, and its rating reflects the customers who have reviewed it. For South Portland residents weighing retirement income, taxes, and legacy decisions, the firm's fiduciary standard and retirement focus keep those choices centered on the client.