Allen Financial Group provides comprehensive, independent investment management and financial planning services. We tailor our services to our clients’ unique needs.

Advising on more than $500 million in client assets as of 2018, our services are enhanced through our partnership with Commonwealth Financial Network, the largest privately-held independent Registered Investment Adviser/broker-dealer in the United States.
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Established in 2001 as a part of Allen Insurance and Financial and 100% employee-owned, our offices are located in Belfast, Camden, Rockland, Southwest Harbor, Portland and Waterville, Maine.

CLIENT EXPERIENCE

Client financial goals are at the center of everything that we do, and drive our customer-centered philosophy. We take the time to ensure our clients feel comfortable with and understand our recommendations and advice.

Our priority is building long-term relationships. We take time to listen and to understand each of our clients and their circumstances. Together, we carefully chart a course to pursue their financial goals through prudent investment and related planning strategies.

Our advisors operate as a team, sharing ideas and solutions, and providing support to all our clients. Click here to learn more about our services.

Tailored Financial Planning Services in Maine

Client Services

COMPREHENSIVE FINANCIAL PLANNING

Conversation, analysis and advice to support your goals. With the aid of financial forecasting software, our clients can take control of their financial lives and achieve clarity around short, intermediate and long-term goals. This includes a personal insurance review and estate planning. We are happy to work with you and your attorney and tax advisors to ensure your plan is exactly what you want and need.

See our brochure.

INVESTMENT MANAGEMENT FOR INDIVIDUALS

Effective and uncomplicated. Our diversified client portfolios incorporate low-cost mutual, index and exchange-traded funds in conjunction with select alternatives with a focus on long-term results. Our approach can also include individual stock and/or bond portfolios when warranted. We tailor your portfolio to align with your risk tolerance and financial objectives.

RETIREMENT PLANNING

Navigating the many retirement savings options available to you. We will help you learn how these options differ and advise on the best fit for your situation as a business owner or an employee.

GIFT PLANNING AND PHILANTHROPY

Exploring meaningful legacies which reflect the intersection of your life’s passions and your planning. We tailor gifting strategies to charities which reflect your values and are consistent with your financial and estate planning goals.

PARTNERING WITH NON-PROFIT ORGANIZATIONS

The experience and knowledge to provide investment management, fiduciary support, endowment building, planned giving and gift design solutions. Combined with true partnership to support your organization’s needs through unparalleled service.

We believe in straightforward and transparent endowment management to maximize donor and organization dollars in support of their mission and provide consistency for staff, board and committee members. Click to learn more.

RETIREMENT PLAN SOLUTIONS FOR BUSINESSES

Sole proprietor or employing more than 100 employees, we have a retirement plan solution that fits your budget and benefits the employees and the owners. We offer personalized financial planning in Maine which includes plan design consulting, investment services, employee education, plan management and fiduciary services. Click to learn more.

Our Financial Planning Team

No matter what your level of wealth, working with us can help you pursue your goals. Together, you’ll go through a comprehensive financial planning process for managing your financial life and creating a long-term plan customized to your needs.

 

J. Michael Pierce, JD, CFP®

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Financial Planning
Wealth Management
Board of Directors
Company President and Treasurer
Chairman, Board of Directors
Financial Advisor
Location: Camden
Phone: 207-236-4311
Fax: 207-230-5892
Email: MPierce@AllenFG.com

Brian Beaulieu, ChFC®

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Financial Planning
Financial Advisor
Location: Belfast
Direct Dial: 207-230-5846
Fax: 207-230-5896
Email: BBeaulieu@AllenFG.com

Sarah Ruef-Lindquist, JD, CTFA

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Wealth Management
Financial Planning
Financial Advisor
Location: Camden
Phone: 207-236-8376
Direct Dial: 207-230-5848
Fax: 207-230-5898
Email: SRuefLindquist@AllenFG.com

Thomas C. Chester, CFP®, AIF®

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Financial Planning
Wealth Management
Financial Advisor
Location: Camden
Direct Dial: 207-230-5834
Fax: 207-230-5882
Email: TChester@AllenFG.com

Abraham Dugal

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Financial Planning
Wealth Management
Financial Advisor
Location: Camden
Direct Dial: 207-230-5833
Fax: 207-230-5887
Email: ADugal@AllenFG.com

Norm Hart, CFP™, CRPC®

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Wealth Management
Financial Planning
Financial Advisor
Location: Waterville
Phone: 207-872-8900
Fax: 207-230-5777
Email: NHart@AllenFG.com

Trisha L.H. Wadsworth

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Financial Planning
Coordinator
Location: Camden
Phone: 207-236-4311
Ext: 511

Email: TWadsworth@AllenFG.com

Gene Newton

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Financial Planning
Financial Paraplanner
Location: Belfast
Direct Dial: 207-230-5843
Fax: 207-230-5885
Email: GNewton@AllenFG.com

Christopher Beaulieu

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Financial Planning
Assistant
Location: Waterville
Phone: 207-872-8900
Fax: 207-230-5777
Email: cbeaulieu@allenfg.com

Monthly Market Report

Working together with us will simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. In addition to independent investment management and retirement planning services, Allen Financial is a full-service provider of employee benefits and insurance planning.

Market Thoughts for December 2018 from Commonwealth Financial Network on Vimeo.