Find Help · Maine

Verified financial advisors in
Maine.

Financial Advisors serving Maine. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.

Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.

Counting listings.
5Provider Types

What Maine law says before a provider can do anything

Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.

Cremation waiting periodNo statutory wait
Cremation permitRequired
Death certificate filingWithin 5 days
First certified copy$15
Small estate limit$52,500
Transfer-on-death deedTransfer on death deed
State estate taxYes
Donor registryMaine Organ Donor Registry

Verified in Maine so far: 12 financial advisors, 4 funeral homes, 3 hospice & palliative care, 1 grief counselor.

Every figure here comes from MORTL's Maine guide, which cites the statute or the state agency behind it. Read the Maine guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.

If someone has already died, what to do first in Maine is the order to work in. It's free and it always will be.

12 providers

Before a provider is listed, MORTL checks their phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. Provider information can change after listing. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials, pricing, and availability directly before hiring.
◈Financial Advisor
Portland, Maine

Aries Wealth Management, LLC

Maine registered investment advisory firm offering investment management and wealth management strategies in the Portland area.

◈Financial Advisor
Scarborough, Maine

Blue Point Financial, Inc.

Maine financial advisory firm offering comprehensive financial planning, investment management, brokerage accounts, insurance, and annuities, including retirement, education, and legacy planning services, in the Scarborough area.

◈Financial Advisor
Waterville, Maine

Choice Wealth Advisors LLC

Maine financial advisory firm offering retirement, estate, investment, insurance, and tax planning resources in the Waterville area.

◈Financial Advisor
Ellsworth, Maine

Gibson Financial Solutions, Inc.

Maine financial advisor firm offering financial planning and education services in the Ellsworth area.

◈Financial Advisor
Portland, Maine

Great Diamond Partners, LLC

Maine wealth management firm offering financial planning and investment strategy services in the Portland area.

◈Financial Advisor
Portland, Maine

H.M. Payson

Maine financial advisory firm offering investment research, investment management, trust and estate planning, and financial planning services, including a total return fund and sustainable investing options, in the Portland area.

◈Financial Advisor
Portland, Maine

Headinvest

Maine financial advisor offering asset protection, investment strategy, retirement planning, personal finance, and tax planning services in the Portland area.

◈Financial Advisor
Gardiner, Maine

J.M. Arbour, LLC

Maine wealth management firm offering investment advisory services for individuals, employers, and RIAs in the Gardiner area.

◈Financial Advisor
Portland, Maine

R M Davis Inc

Maine financial advisory firm offering investment management, trustee services, estate and tax strategies, retirement planning, Social Security and Medicare planning, education funding, gift planning, and risk management in the Portland area.

◈Financial Advisor
South Portland, Maine

Richard Brothers, Financial Advisors

Maine financial advisory firm offering personal wealth management, portfolio and asset management, corporate retirement solutions, and business succession and exit planning, including retirement security, estate protection, and education funding services, in the South Portland area.

◈Financial Advisor
Falmouth, Maine

Rm Financial Services, LLC

Maine financial advisory firm offering investment management, life planning, retirement planning, and legacy planning services, including investment services for corporate and nonprofit clients, in the Falmouth area.

◈Financial Advisor
South Portland, Maine

Robinson Smith Wealth Advisors, LLC

Maine financial advisor offering fee-only financial planning, investment management, and retirement planning services in the South Portland area.

About This Directory

How provider listings work.

Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.

A listing isn’t a recommendation, endorsement, guarantee, or referral.

MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.

Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.

Know Someone Good?

Suggest a provider.

Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.

Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.

Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.

Free. Before listing, we check every suggested provider's phone and address against their own website. Listing in this directory isn’t an endorsement by MORTL.

For Providers

Get listed. Free.

MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.

A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.

Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.

✓Operates in one of our listed provider categories
✓Has a working website that shows your phone and address
✓Transparent about how you work and what you charge

A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.

Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →

Licensing and credential requirements vary by provider type and state. If this doesn’t apply to your category, write "Not applicable."

Free. By submitting, you confirm that the information is accurate. We review all applications before listing. Listing in this directory isn’t an endorsement by MORTL.

Don't see your state?

We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.

Financial Advisors by state

Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.

Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →