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Pine Harbor Advisors Employee Directory

Investment ManagementMaine, United States2-10 Employees

Pine Harbor Advisors is a small independent financial planning and investment management firm with offices in Augusta and Portland, Maine. It assists individuals across life stages—whether starting out, building wealth, or preparing for retirement—by delivering detailed financial plans designed to illuminate their financial picture. The approach centers on simplifying long-term goals and maintaining close collaboration to keep clients on track.

The firm emphasizes a broad suite of wealth planning solutions and planning technology to create plans aligned with each client's personal goals through ongoing education, communication, and service. It operates on a non-captive model, meaning it is free to seek appropriate coverage and investments to meet client needs. Securities and advisory services are provided through Cetera Advisors LLC, a separate entity that is a broker/dealer and registered investment adviser.

Find Pine Harbor Advisors employees' phone numbers or email addresses

Pine Harbor Advisors Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Pine Harbor Advisors's Leadership

  • Stylized image of a person
    D. H.
    Managing Partner
    Phone icon
  • Stylized image of a person
    F. C.
    Office Manager/Group Coordinator
    Phone icon
  • Stylized image of a person
    M. S.
    Client Service Specialist
    Phone icon
  • Stylized image of a person
    J. H.
    Administrative Assistant
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  • Stylized image of a person
    C. P. C.
    Registered Representative
    Phone icon
  • Stylized image of a person
    M. W.
    Registered Professional - Employer Retirement Plans
    Phone icon

Pine Harbor Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Support
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Pine Harbor Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. H.
    Managing Partner
    Phone icon
    United StatesMaine
    Jun 28, 2026
  • Stylized image of a person
    F. C.
    Office Manager/Group Coordinator
    Phone icon
    United StatesMaine
    Oct 25, 2025
  • Stylized image of a person
    M. S.
    Client Service Specialist
    Phone icon
    United StatesMaine
    Jun 25, 2026
  • Stylized image of a person
    J. H.
    Administrative Assistant
    Phone icon
    United StatesMaine
    Jun 06, 2025
  • Stylized image of a person
    C. P. C.
    Registered Representative
    Phone icon
    United StatesMaine
    Oct 17, 2025
  • Stylized image of a person
    M. W.
    Registered Professional - Employer Retirement Plans
    Phone icon
    United StatesMaine
    Mar 24, 2026

Frequently Asked Questions

What is Pine Harbor Advisors known for?

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Pine Harbor Advisors was founded in 2013 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Pine Harbor Advisors's company overview page for more information.

What is Pine Harbor Advisors's most common email format?

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Pine Harbor Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pine Harbor Advisors email formats with LeadIQ.

How many employees does Pine Harbor Advisors have currently?

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Pine Harbor Advisors has approximately 10 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Pine Harbor Advisors's key employees and leadership?

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As of August 2026, Pine Harbor Advisors's key employees include:

  • Managing Partner: D. H.
  • Office Manager/Group Coordinator: F. C.
  • Client Service Specialist: M. S.
  • Administrative Assistant: J. H.
  • Registered Representative: C. P. C.

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