Your Questions, Answered

  • Investment management, retirement planning, estate planning, investment reviews, personal risk analysis, and tax services through our affiliate, J. Murphy, P.A.

  • We combine investment strategy with tax planning, so recommendations account for both growth and tax impact, not just returns.

  • Call our office at 207-879-1040 or use the contact form to reach out for an appointment with a financial advisor.

  • We work with clients across a range of investable assets and build a plan suited to your specific situation. Call us to discuss your needs directly.

  • We build fee-based, fully managed accounts tailored to your goals, timeline, and risk tolerance, rather than one-size-fits-all portfolios.

  • Yes, including active 401(k) accounts. We'll help you understand your options and rebalance if needed.

  • We use a dynamic risk analysis tool to help identify how much risk you're comfortable with and whether your current investments align with it.

  • Traditional IRA, Roth IRA, SEP, and 401(k). We'll help you choose the right option and manage it over time.

  • Yes, we help retirees implement and periodically review a plan to support long-term financial independence.

  • We help coordinate with your legal professionals on asset transfer, beneficiary planning, and, for business owners, succession planning.

  • We prioritize ongoing communication and make ourselves available to review your plan as your situation changes.

  • 1 Sawyer Road, Westbrook, ME 04092