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Old Port Advisors and Elder Planning Advisors affiliate

January 11, 2022
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Tuesday, January 11, 2022                                                                                                     

 

Old Port Advisors and Elder Planning Advisors affiliate.

Longstanding investment advisors come together to produce maximum results for clients.

 

Portland, Maine — Old Port Advisors and Elder Planning Advisors recently announced their affiliation, a move to create synergy, increase mental capital, and enhance resources. Together the firms led by Managing Director Fred Williams and Senior Advisor Cliff Ryan offer more than 50 years of experience in helping individuals and families protect and grow their wealth.

“We’re proud of our proven track record, but our sights are on the future,” said Williams. “This move is about further growth and opportunity.” Over the past few years as both Old Port Advisors and Elder Planning Advisors have experienced increasing demand for financial services, they’ve remained focused on maintaining high quality client services.

“As our clients’ needs expand and evolve, so must our business,” said Williams. “We’re excited to welcome Cliff and his team to the mix and tap into Cliff’s deep knowledge when it comes to advising retirees and those transitioning into retirement.”

“We’re equally excited to be affiliating with Old Port Advisors - a decision strengthened by a common corporate culture, philosophy and service standards.  Our clients will benefit from additional personnel and broader infrastructure allowing us to better serve them.” said Ryan.  “My area of practice concentration is a natural fit with Old Port’s expanded focus on inter-generational wealth management.”

Capitalizing on newly compounded knowledge and synergy generated from affiliating, Old Port Advisors also plans to expand its services, leaning into inter-generational wealth management. Clients will also benefit from the expanded bench of advisors, additional experienced staff, enhanced technology, and the convenience of two locations with offices in the Old Port and South Portland.

Old Port Advisors is an SEC-Registered Investment Advisor Firm serving more than 800 clients and managing nearly $1 billion in client assets. The firm offers investment management, retirement planning, estate planning, and corporate retirement plans. 

For more information please contact:

Sharon at sbunker@oldportadvisors.com   

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