Portland Financial Advisors & Investment Management

We’ll meet you where you are

The values that guide your life are the ones we’ll use to guide your financial strategy. As an independent advisory firm, we can access the full range of investment solutions and apply what will work best for you. Find out how refreshing that can be.

Client Experience

Align your assets with your goals

Personalized Wealth Management

Workplace Retirement Solutions

Advice at a higher level

We dig deeper

Your finances impact every aspect of your life, so we learn as much as we can about you, including the people, goals and values that shape who you are and where you’re going. The more familiar we are, the more perspective and clarity we can bring to your journey.

We think bigger

Being an independent advisor allows us greater flexibility and freedom to explore opportunities and overcome obstacles. No cookie-cutter solutions here. Instead, you’ll find the knowledge, resources, and encouraging guidance to pursue your biggest and best life.

We keep you on track

A plan is only as good as the team that executes it. Your Cable Hill advisors are consistently tracking your progress, assessing what needs to happen, and making course corrections as your life changes.

Retirement Planning

Retirement Plan Times Newsletter: Advice At A Higher Level, Q1 2022

As flowers and trees begin to bloom, we bring you our spring season quarterly newsletter. In this edition, you will find information on helping employees make their money last as well as financial wellness statistics.