OUR HISTORY

Bigelow was founded in 2007 by Kathryn Dion and Gary Robinson on the premise that investment management and financial planning should put each client's unique circumstances at the center of all that we do. The firm has grown to a staff of ten across three offices in Maine, offering unbiased advice and planning to clients that appreciate our low client-to-advisor ratio.

ABOUT BIGELOW

Bigelow Investment Advisors, LLC is an investment management and financial planning firm headquartered in Portland, Maine.

 

VISION | MISSION

We are the most trusted advisor to our clients and their families. We partner with them to clarify and achieve their long term financial goals, creating positive change in their lives and those they support. Bigelow builds long-term client relationships with high quality, inspired service. We nurture each client's unique goals and values, taking pride in our low client-to-advisor ratio.

 

WHY

We know that helping our clients achieve their financial goals is one of the most significant ways that we can impact their lives. We are great at partnering with clients to organize their goals and then take the right steps toward achieving those goals together.

 

 

OUR SERVICES | MORE ABOUT BIGELOW

Investment Management

Customized portfolios unique to your objectives and preferences. Properly diversified, professionally managed. We are proud of our low client-to-advisor ratio, which ensures that you always have our attention. As a fiduciary, we put your interests first.

Financial Planning

Financial planning services are included with our investment management service, or also available as a stand-alone service. Goals-based planning to focus on the things that matter most to you, supported by CFP® professionals and world class technology.

Positive Impact

Our Positive Impact strategies allow you to integrate Environmental, Social, and Governance (ESG) analysis into your portfolio.  These strategies incorporate traditional investment analysis while providing exposure to leaders in ESG practices and companies addressing the UN Sustainable Development Goals.

Fiduciary

We act as your fiduciary, which means that we will always put your interests first in the advice that we provide to you. We are a fee-only firm and do not accept any commissions.

Low Client-To-Advisor Ratio

We maintain a low client-to-advsor ratio by design, so that we can build quality relationships with our clients. More time for each client means more attention to your personal details.