Dylan Frank, CFA, CFP®

Dylan works directly with individuals and employers. For personal clients, he has primary responsibility for their overall financial planning and portfolio management, with a particular focus on those whose wealth is concentrated in a large stock position, a business, or real estate, and on the tax and investment decisions that come with a sale. In partnership with corporate clients, he works on their retirement plans and provides guidance and education to plan participants.

Dylan joined Old Port Advisors in 2026 as a Wealth Advisor, returning to the firm where he began his career as an intern in 2019. Before that, he spent three and a half years at Brown Advisory in Boston, working with ultra-high-net-worth families, a single-family office, and institutional endowments on portfolio strategy and manager selection.

Dylan holds a Bachelor of Science in Managerial Economics from the University of Massachusetts, Amherst. He is a CFA charterholder, a CERTIFIED FINANCIAL PLANNER professional, and a member of CFA Society Maine.

Originally from the Boston area, Dylan now lives in Portland. He believes a financial plan should help you live your life fully rather than optimize for a number. Outside of work he is usually planning his next backpacking trip, exploring Maine's outdoors, or working on his rock climbing.