“Our clients think of us as their financial quarterback, helping them with the big picture while never losing sight of their short-term and long-term goals.”
“We simplify the complexity of your finances to enhance your life and give you more time to do what you enjoy.”
HeadInvest – What We Do For You
HeadInvest is an independent Registered Investment Advisor based in Portland, Maine. For over thirty years, we have been diligently serving both institutions and individuals and their families in building, managing and preserving their financial resources. Our team of highly-experienced advisors all individually have over twenty years of experience and bring complementary skills from different areas of the financial industry including financial planning, investment management, and institutional equity research. We engage deeply in bringing our clients’ vision to reality by collaborating with other skilled professionals in the fields of estate planning, taxation and insurance planning to develop and implement the right game plan for your financial success.
We are a fiduciary and fee-only advisor, which means we are focused on offering objective advice, not products. In an industry where many firms may be incentivized to put their interests ahead of yours, we were founded on the belief that always acting in the best interest of our clients is the clearest path to success – both for our clients and our business. We pride ourselves on building trusted, long-term relationships with our clients that span multiple generations. Because we don’t receive compensation through commissions and products, we are best-positioned to offer unbiased advice.