Our Firm

Our Firm

Elder Planning Advisors of Maine, Inc. was founded in 1996 with the sole mission of providing retired persons and those nearing retirement with specialized, independent financial and investment advice.

We offer objective, experienced advice with a specialized concentration in Elder Planning to assist our clients in realizing their financial objectives. Because of this concentration, we understand and regularly work with relevant issues without the distraction of trying to be all things to all people.

Independence matters

Our practice is not controlled by nor affiliated with any national or regional entity.  We are not subject to any predetermined outcomes, quotas or dictated practice methods.  As truly independent practitioners, we enjoy the freedom to work with our clients in a way that best suits their particular circumstances.

While we are not contractually bound to any other entity, we maintain professional relationships with nationally-recognized investment custodians and other quality service providers. These relationships and today’s cutting-edge technology allow us to offer the clout of a larger firm with the personal attention afforded by our size.

Duty to Our Clients

Because we are licensed as a Registered Investment Advisor firm we are legally bound to perform our duties in the best interest of our clients under the Fiduciary Standard. We adhere to this standard not only as a matter of regulation but as a matter of culture. We accept this responsibility seriously and have considered ourselves stewards of our clients’ finances since our founding.

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“Wealth, like happiness, is never attained when sought after directly.  It comes as a by-product of providing useful service.”

― Henry Ford