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.
1-888-653-2347 
support@leadiq.com 
