top of page

Bigelow Investment Advisors, LLC

2 Monument Square, Suite 701
Portland, ME 04101

E-mail:

  • Linkedin

About Us

Bigelow Investment Advisors, LLC is an investment management and financial planning firm located in Portland, Maine.

We strive to always be relevant to our clients. Our mission is to be a trusted partner for our clients by fostering long-lasting relationships through exceptional, inspired service. We are dedicated to nurturing and supporting each client's individual goals and values.

State of Maine outline
Bigelow management team
Bigelow associates
Bigelow office
Bigelow meeting

A look into our practice

Bigelow was founded in 2007 on the premise that investment management and financial planning should put each client's unique circumstances at the center of all that we do.

Bigelow’s ownership team has years of experience in investment management and financial planning. We emphasize the importance of asset allocation and diversification in our investment management process.

  Know More

$500 M ASSETS UNDER MANAGEMENT

Bigelow has grown to serve over 300 families and institutions in Maine and beyond, with over $500 million in assets under management*.

*As of December 31, 2025.

CREDENTIALED PROFESSIONALS

Bigelow’s advisors have diverse educational backgrounds, including advanced degrees, or professional certifications.

EXPERIENCE

Bigelow has been in business since 2007 providing investment management services.

What We Do

INVESTMENT MANAGEMENT

Bigelow offers discretionary investment management to your investment objectives.

Learn More

FINANCIAL PLANNING

Financial Planning is the process that matches your financial goals to the resources that you have available.

Learn More

Meet our team of professionals

Resources

ADV PART 2

This brochure provides information about the qualifications and business practices of Bigelow Investment Advisors, LLC.

FORM CRS

This document gives you a summary of the types of services we provide and how you pay.

PRIVACY POLICY

Bigelow Investment Advisors is committed to protecting your privacy.

FINANCIAL PLANNING DISCLOSURE

Bigelow Investment Advisors, LLC is honored to help you with your financial needs.

Our Office

Bigelow Investment Advisors, LLC

2 Monument Square, Suite 701


Portland, ME 04101

207.772.2900


207.772.2906


info@bigelowadvisors.com

Life Insurance in Retirement

Shows when coverage may still make sense for retirees.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

bottom of page