• Protecting Dreams:

    Financial Planning That Fits Your Life

    When you have money to invest for your future or for current income, you don’t want to leave anything to chance. You want to maximize returns, minimize risks, and firm up a financial plan that honors your work and fits your life.

    At First Advisors, we know the value of a buck, and we work as hard as you do. We take a professional, personalized approach to wealth management. Our team of investment managers has more than 60 years combined experience managing individual and institutional portfolios, combining real-world market insight with sound strategies that align your financial goals with specific opportunities. For individual, corporate or non-profit clients, we capably manage your portfolio, and will serve as sole trustee, co-trustee or successor trustee for fiduciary accounts. In addition, our services may also include custody, administration, investment, and reporting for municipalities in accordance with State of Maine Municipal Investment law.

    For individual, corporate or non-profit clients, we capably manage your portfolio, and will serve as sole trustee, co-trustee or successor trustee for fiduciary accounts. In addition, our services can also include custody, administration, investment, and reporting for municipalities in accordance with State of Maine Municipal Investment law.

    What are your investment objectives?

    First Advisors knows that every individual and institutional investor has a unique set of circumstances and guidelines for investing. Different objectives demand different strategies for building wealth, generating income and maximizing future cash flow. After identifying your investment objectives and risk tolerance, we personalize a portfolio that’s uniquely yours. Whether you’re focused on capital protection, maximizing portfolio growth, or assuring your legacy, First Advisors is focused on your financial future and protecting your dreams.