WHo we serve

Whether you’re several years away from retirement or already navigating the transition, we help bring every aspect of your financial life into clear focus so you can move forward with confidence and clarity.

Retirement can feel complex and even overwhelming at times. Understanding your options and implementing key strategies can help to relieve anxiety and give you confidence. At OPA we employ a disciplined yet forward-thinking investment philosophy that focuses on cash flow generation, inflation-hedging your savings and outlining the most tax efficient strategies for withdrawing funds from your various retirement portfolios. With a strong emphasis on tax-aware planning, we deliver investment advice designed to enhance after-tax returns while thoughtfully aligning with your long-term goals, risk tolerance, and retirement lifestyle.

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, growing, or transitioning from successful careers. From optimizing cash flow and managing tax exposure to designing and administering business retirement plans such as 401(k)s and defined benefit plans. We help create strategies that benefit both business owners and their employees. Our team provides coordinated guidance combining rigorous investment management with innovative strategies such as Direct Indexing, DSTs, and select private placements that focus on tax-efficient investing, as well as succession and exit planning, bringing clarity to complexity and aligning your financial decisions with your long-term goals.

Are you a woman wondering how to secure the retirement you deserve despite earning less, taking career breaks for caregiving, or juggling competing financial priorities?

When it comes to retirement planning, women often need to do more with less, and the impact is real. On average, women enter retirement with only about 70% of the savings men have. Some of these challenges are beyond your control, but the key takeaway is clear: taking an active role in your financial future, as early as possible, gives you more choices and greater confidence for the future. Thoughtful planning, paired with guidance from a financial advisor who understands your goals, circumstances, and values, can make all the difference, ensure that the success you’ve worked so hard to build supports you fully in retirement and beyond.

Are you a high-net-worth individual seeking a smarter, more strategic approach to managing your wealth?

You’ve worked hard to achieve success, now it’s time to ensure your wealth is working just as hard for you. As income streams diversify and financial decisions grow more complex, thoughtful coordination becomes essential. Whether you’re navigating liquidity events, implementing advanced tax strategies, protecting assets, or planning for the transfer of wealth across generations, having the right guidance matters. Partnering with a trusted financial advisor helps ensure every decision aligns with your long-term goals. From sophisticated investment strategies to retirement and legacy planning, Old Port Advisors is here to help you navigate complexity with confidence—so you can focus on what matters most to you.

The sudden accumulation of wealth on its own can be a highly emotional moment – even more so if the source of the wealth is the result of the death of a loved one, a divorce or the sale of a business. 

Whether swept up in the emotion of the moment or overwhelmed by the new opportunities and responsibilities that come with sudden wealth, having a trusted financial advisor by your side is essential. An experienced advisor provides steady guidance and objective insight, helping you stay focused on your long-term goals while avoiding the common pitfalls that often accompany newly realized wealth.

A seasoned financial advisor can help safeguard both you and your assets, helping to coordinate with legal and tax professionals. With broad capabilities and a deep understanding of what matters most to you, they not only help you navigate the complexities of managing new wealth, but also serve as a sounding board, ensuring your financial decisions remain aligned with your vision for the future.

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

Educators face unique financial and retirement planning challenges, particularly those participating in the MainePERS system, where navigating complex pension rules is just as important as planning beyond them. With modest salaries and a career focused on shaping future generations, teachers often put their own financial goals on the back burner. We’re here to help you align your passion for education with a thoughtful, personalized financial plan. From maximizing pension and retirement benefits such as 403(b) and 457 accounts, to managing debt and building savings on a limited budget, we provide guidance designed around your realities. Whether you’re saving for your own advanced degree or planning for your children’s education, you deserve a financial strategy that reflects your values and supports your long-term security.