Navigating your financial future can feel overwhelming, but with expert guidance, you don’t have to do it alone. Whether you’re fresh out of college, raising a family, or nearing retirement, the right financial strategies can make a lifelong impact. Partnering with a knowledgeable Maine financial advisor ensures you’re making informed decisions every step of the way.
At MyStages®, we connect individuals across the Pine Tree State with trusted professionals who understand the unique economic factors at play. From the working harbors of Portland to the historic capital of Augusta, our advisors help you manage your money with confidence. When you’re looking for a financial advisor in Maine, we’re here to support your goals—big or small.
Contact Us
Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.
Our Network in Maine
Wherever you are in Maine, we’ve got you covered. Our growing network of Maine financial advisors brings expertise and local understanding to every corner of the state. Whether you live in a coastal city or a rural inland town, our team can offer personalized service that suits your lifestyle and financial stage.
We have financial advisors serving residents in major cities like Portland, Bangor, Augusta, Lewiston, and South Portland. Each city has unique financial considerations—from Portland’s urban growth to Augusta’s government workforce to Bangor’s access to outdoor recreation and retirement communities. Regardless of location or investment type, MyStages® ensures you’ll find the right financial advisor near you.
How Can We Help?
Our financial advisors in Maine provide tailored solutions to help you build wealth, protect what matters, and plan for the future. Whether you’re managing student loans or exploring long-term investments, we’ll walk with you every step of the way.
- Financial Planning: Maine residents deserve a plan that aligns with every life stage. From budgeting to estate planning, our advisors provide expert guidance to ensure you stay prepared and on track—no guesswork required.
- Investing: Smart investing starts with knowing your goals. Our Maine financial advisors help develop strategies that match your career stage and risk tolerance—whether you’re growing your first portfolio in Bangor or managing a diverse set of assets in Portland.
- Insuring: Life is unpredictable. From health insurance in Lewiston to property protection in South Portland, we help you choose the right policies at the right price—so you can sleep a little easier.
- Retirement / Pre-Retirement: Whether you plan to retire in Bar Harbor or travel full-time, it starts with preparation. We help you build a retirement strategy that supports your lifestyle, aligns with your Social Security options, and reflects the future you envision.
Financial Expertise At Any Stage of Life
With MyStages®, you’ll never face financial decisions alone. Whether you’re building a budget or creating an estate plan, our Maine financial advisors offer advice that’s tailored to where you are in life—and where you want to be.
- Early Career: Starting out? We’re here to help with student loan strategies, emergency fund goals, and first-time budgets. Cities like Portland and Augusta offer exciting opportunities—just make sure your finances are keeping up.
- Mid-Career: Balancing work, family, and homeownership in Bangor or Lewiston? Our advisors help you fine-tune your insurance coverage, prepare for kids’ education costs, and plan for long-term financial health.
- Pre-Retirement: With retirement around the corner, this is the time to make key decisions. We support you with estate planning, portfolio management, and understanding your Social Security benefits—so you’re ready when the time comes.
- Retirement: In retirement, every dollar matters. Our advisors help with Medicare planning, fixed income budgeting, and long-term care coverage. From the coast to the countryside, we’re here to help you enjoy the years ahead.
Maine Financial Facts
Understanding Maine’s economic outlook is the foundation of any solid financial plan. From income and housing costs to taxes and retirement benefits, here’s what you need to know to make informed financial decisions in the state.
Income
- The median income in Maine is approximately $60,000, below the national median of $65,470. While wages in Portland and South Portland trend higher due to healthcare, education, and tech sectors, rural parts of the state may offer a lower cost of living in exchange for lower salaries.
Housing
- The median home price in Maine is around $381,200, which is below the national average of $433,229. Popular areas like Portland tend to have higher housing prices due to strong demand, while cities like Augusta and Lewiston offer more affordable options for first-time buyers and retirees.
Taxes
- Sales Tax: Maine has a statewide sales tax of 5.5%, with no additional local taxes, placing it below the national average of 6.44%. This makes it more affordable for everyday purchases across the state.
- Income Tax: Maine uses a graduated income tax system with rates ranging from 5.8% to 7.15%, depending on income level. While this is above the national median of 4.6%, the revenue supports vital services, including healthcare, education, and infrastructure.
- Property Tax: Maine’s average effective property tax rate is about 1.24%, slightly above the national average of 1.04%. However, homestead exemptions and local tax incentives help reduce the burden for eligible homeowners, especially in smaller municipalities and for retirees.
- Unique Taxes in Maine: Maine applies specific excise taxes on vehicles, boats, and fuel, which fund local infrastructure. The state also offers property tax relief programs for seniors, veterans, and low-income homeowners, making it one of the more retirement-friendly New England states.
Looking for trusted financial guidance from a Maine financial advisor? Whether you’re setting up your first budget or managing a retirement portfolio, MyStages® is here to support your journey.