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Bigelow Investment Advisors, LLC

2 Monument Square, Suite 701
Portland, ME 04101

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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.

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$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.

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FINANCIAL PLANNING

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

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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.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lease Payment

How much would your monthly lease payment be?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Disability Income Insurance

How much Disability Income Insurance do you need?

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