About Old port

Whether you’re a few years from retirement or already making the transition, we’ll help you bring every part of your financial life into focus so you can move forward with confidence.

Our approach combines art and science, pairing disciplined investment management with innovative strategies such as Direct Indexing, Delaware Statutory Trusts (DSTs), and private placements. We offer tax-aware investment advice designed to enhance after-tax returns while aligning with each client’s goals and comfort with risk.

Are You an Educator Who’s Spent Your Career Shaping Lives—But Now Need Help Shaping Your Own Future?

Educators face unique retirement planning challenges, especially those participating in the MainePERS system. With complex pension rules and modest salaries, teachers often focus on shaping lives rather than maximizing financial gain. We help them align their passion with a smart financial plan. Interestingly, educators are frequently part of high-net-worth households, and we provide a tailored approach that blends active and passive investment strategies, tactical, data-informed, and never cookie-cutter.

Are you an entrepreneur, business owner, or career professional who’s building success or preparing to transition from your business or career into the next stage of life?

We specialize in working with entrepreneurs and professionals who are building or transitioning from successful careers. These clients often need guidance not only for their personal finances but also for their business retirement plans, such as 401(k)s or defined benefit plans, creating opportunities to serve both owners and participants. Our team supports clients in areas such as tax-efficient investing, college savings, asset allocation, and retirement income planning, always with an eye toward sustainable, long-term growth.

Are You a Woman Who’s Spent Years Taking Care of Everyone Else—But Now It’s Time to Focus on Your Own Financial Future?

At Old Port Advisors, we understand that every woman’s financial journey is unique. As part of the great wealth transfer, women are poised to control an unprecedented share of global wealth, more than $100 trillion by 2048. Whether you’re planning for retirement, managing an inheritance, or seeking greater confidence in your investment strategy, our experienced team provides thoughtful guidance tailored to your goals and life stage.

Are You a High-Net-Worth Individual Seeking a Smarter, More Strategic Approach to Your Wealth?

You’ve worked hard to build your success, now it’s time to ensure that success works just as hard for you. Whether you’re navigating complex investments, planning for retirement, or building a lasting legacy, you deserve a financial partner who understands the unique opportunities and challenges that come with significant wealth.