Bigelow Investment Advisors, LLC

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 years of experience in investment management and financial planning. We emphasize the importance of asset allocation and diversification in our investment management process.

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$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.

Meet with an Advisor CLICK HERE ?

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

Bigelow Investment Advisors, LLC
2 Monument Square, Suite 701
Portland, ME 04101

Phone: 207.772.2900
Fax: 207.772.2906
Email: info@bigelowadvisors.com

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