State of Maine outline

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.

Bigelow management team Bigelow associates Bigelow office Bigelow meeting

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.

 
Know More

$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

Bigelow Investment Advisors, LLC
2 Monument Square, Suite 701
Portland, ME 04101
Phone: 207.772.2900
Fax: 207.772.2906
Email: info@bigelowadvisors.com
 
 
 

Leave this empty: