About Us
Bigelow Investment Advisors, LLC is an investment management and financial planning firm located in Portland, Maine.
We strive to be the most trusted advisor to our clients and their families. Bigelow nurtures each client’s unique goals and values, creating long-term relationships with our clients.
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 over 50 years of combined experience in investment management and financial planning. We emphasize the importance of asset allocation and proper diversification in our investment management process.
400 M ASSETS UNDER MANAGEMENT
Bigelow has grown to serve over 300 families and institutions in Maine and beyond, with over $400 million in assets under management*.
*As of year-end 2021.
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.
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FINANCIAL PLANNING
Financial Planning is the process that matches your financial goals to the resources that you have available.
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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.
Our Office
4 Moulton Street
Portland, ME 04101
Fax: 207.772.2906
Email: info@bigelowadvisors.com