Oak Branch Advisors LLC is a fee-only, independent Registered Investment Advisor (RIA) based in Portland, Maine. The firm operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. It specializes in providing comprehensive wealth management, financial planning, investment management, and retirement planning services. The company's mission is to help clients build, protect, and transfer their wealth through personalized, long-term financial strategies.

Founded in

United States