Insights

Market Positioning Pine Harbor Advisors operates as an independent financial planning firm with a tailored focus on clients seeking comprehensive wealth management, presenting opportunities to introduce advanced financial technology solutions or specialized investment platforms that enhance customization and client engagement.

Growth Potential With a relatively small team of 2-10 employees and annual revenues estimated between 25 to 50 million dollars, Pine Harbor Advisors is positioned for scalable growth, making them receptive to scalable financial services, technology upgrades, and practices that can support expansion efforts.

Technology Adoption The company's utilization of cloud-based and security technologies such as AWS, Cloudflare, and Datadog indicates a modernization drive, suggesting potential interest in cybersecurity solutions, client data management tools, or advanced analytics services to further boost operational efficiency.

Client Relationship Emphasis Pine Harbor Advisors emphasizes trust, education, and personalized service, which opens up opportunities to offer client engagement platforms, CRM solutions, or digital marketing tools designed to deepen client loyalty and streamline communication.

Competitive Landscape Operating in a sector with large competitors like Charles Schwab and Fidelity, Pine Harbor Advisors may consider differentiated fintech solutions, niche compliance tools, or boutique advisory services to enhance their unique value proposition and attract higher-net-worth clients seeking personalized financial planning.

Pine Harbor Advisors Tech Stack

Pine Harbor Advisors uses 8 technology products and services including Calendly, Amazon Web Services, Amazon S3, and more. Explore Pine Harbor Advisors's tech stack below.

  • Calendly
    Appointment Scheduling
  • Amazon Web Services
    Cloud Hosting
  • Amazon S3
    Content Delivery Network
  • Cloudflare CDN
    Content Delivery Network
  • Google Maps
    Maps
  • Datadog
    Real User Monitoring
  • Cloudflare Bot Management
    Security
  • HSTS
    Security

Media & News

Pine Harbor Advisors's Email Address Formats

Pine Harbor Advisors uses at least 2 format(s):
Pine Harbor Advisors Email FormatsExamplePercentage
FLast@iisfinancial.comJDoe@iisfinancial.com
83%
FiLast@iisfinancial.comJoDoe@iisfinancial.com
17%

Frequently Asked Questions

Where is Pine Harbor Advisors's headquarters located?

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Pine Harbor Advisors's main headquarters is located at 707 Sable Oaks Drive Suite 203 Portland, Maine 04106 United States. The company has employees across 1 continents, including North America.

What is Pine Harbor Advisors's phone number?

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You can contact Pine Harbor Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pine Harbor Advisors's official website and social media links?

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Pine Harbor Advisors's official website is pineharboradvisors.com and has social profiles on LinkedIn.

What is Pine Harbor Advisors's SIC code NAICS code?

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Pine Harbor Advisors's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Pine Harbor Advisors have currently?

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As of May 2026, Pine Harbor Advisors has approximately 10 employees across 1 continents, including North America. Key team members include Managing Partner: D. H.Office Manager/Group Coordinator: F. C.Customer Service Specialist: M. S.. Explore Pine Harbor Advisors's employee directory with LeadIQ.

What industry does Pine Harbor Advisors belong to?

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Pine Harbor Advisors operates in the Investment Management industry.

What technology does Pine Harbor Advisors use?

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Pine Harbor Advisors's tech stack includes CalendlyAmazon Web ServicesAmazon S3Cloudflare CDNGoogle MapsDatadogCloudflare Bot ManagementHSTS.

What is Pine Harbor Advisors's email format?

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Pine Harbor Advisors's email format typically follows the pattern of FLast@iisfinancial.com. Find more Pine Harbor Advisors email formats with LeadIQ.

When was Pine Harbor Advisors founded?

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Pine Harbor Advisors was founded in 2013.

Pine Harbor Advisors

Investment ManagementMaine, United States2-10 Employees

Pine Harbor Advisors is an independent financial planning firm with offices in Augusta and Portland, Maine. Whether you are just starting out, building and growing wealth, or nearing retirement, our goal as Financial Advisors is to help our clients understand their financial situation by providing a high-quality, detailed financial plan. 

Our objective is to guide our clients through the process of obtaining their long term financial goals by simplifying the process and working closely with them to make sure they are on track to reach them.

Pine Harbor Advisors is not captive and is free to find the right coverage and investments to meet your needs. Our comprehensive suite of wealth planning solutions and financial planning technology helps our clients create a financial plan based on their individual goals through education, communication, and service. 

By working closely with our clients and their family's , we provide the foundation for a long-term relationship based on trust, integrity, knowledge and service which results in our clients pursuing their financial goals and objectives.  You can trust Pine Harbor Advisors to always be there when you need us, answering your questions and working with you in pursuit of your goals. 

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Section iconCompany Overview

Headquarters
707 Sable Oaks Drive Suite 203 Portland, Maine 04106 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
2013
Employees
2-10

Section iconFunding & Financials

  • $25M$50M

    Pine Harbor Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Pine Harbor Advisors's revenue is estimated to be in the range of $25M$50M

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