About Us
Bigelow Investment Advisors, LLC is an investment management and financial planning firm located in Portland, Maine.
We strive to always be relevant to our clients. Our mission is to be a trusted partner for our clients by fostering long-lasting relationships through exceptional, inspired service. We are dedicated to nurturing and supporting each client's individual goals and values.
A look into our practice
Bigelow was founded in 2007 on the premise that investment management and financial planning should put each client's unique circumstances at the center of all that we do.
Bigelow’s ownership team has years of experience in investment management and financial planning. We emphasize the importance of asset allocation and diversification in our investment management process.
$450 M ASSETS UNDER MANAGEMENT
Bigelow has grown to serve over 300 families and institutions in Maine and beyond, with over $450 million in assets under management*.
*As of March 31, 2024.
CREDENTIALED PROFESSIONALS
Bigelow’s advisors have diverse educational backgrounds, including advanced degrees, or professional certifications.
EXPERIENCE
Bigelow has been in business for over 15 years providing investment management services.
What We Do
INVESTMENT MANAGEMENT
Bigelow offers discretionary investment management to your investment objectives.
Learn More
FINANCIAL PLANNING
Financial Planning is the process that matches your financial goals to the resources that you have available.
Learn More
ESG CONSIDERATION
Bigelow can work with clients to create portfolios that have ESG (environmental, social, governance) considerations included in their portfolio holdings.
Meet our team of professionals
Educational Resources
CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
NEWSLETTERS
Timely newsletters to help you stay current.
ADV PART 2
This brochure provides information about the qualifications and business practices of Bigelow Investment Advisors, LLC.
FORM CRS
This document gives you a summary of the types of services we provide and how you pay.
PRIVACY POLICY
Bigelow Investment Advisors is committed to protecting your privacy.
FINANCIAL PLANNING DISCLOSURE
Bigelow Investment Advisors, LLC (“BIA”, or “we” or “us”) is honored to help you with your financial needs.
Our Office
2 Monument Square, Suite 701
Portland, ME 04101
Fax: 207.772.2906
Email: info@bigelowadvisors.com