Advisor at Great Diamond Partners, LLC
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Firm
Great Diamond Partners, LLC
Location
Portland, ME 04101
Credentials
Series 63, Series 65
Industry experience
15 years
Stephen Poulos is a financial advisor at Great Diamond Partners, LLC in Portland, ME, holding Series 63 and Series 65 designations with 15 years of industry experience. He previously worked at Headinvest for 15 years before joining Great Diamond Partners in 2025. Outside of advising, he is a limited partner in Cadenza, a music venue. Great Diamond Partners serves individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses, providing discretionary portfolio management, financial planning, business transition planning, and fee-based insurance solutions. The firm utilizes model portfolios, third-party managed accounts, and a range of investment strategies including fundamental and technical analysis and modern portfolio theory.
Based on Great Diamond Partners, LLC
Financial planning up to $25,000 annually (negotiable); Business transition planning fixed fees range from $10,000 to $50,000
$0 - $1,000,000: 1.20% annually $1,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001 - $25,000,000: 0.60% annually $25,000,001+: 0.50% annually
Insurance product commissions earned by persons providing investment advice, separate from advisory fees
Financial planning: $300/hour; Business transition planning: $350/hour (both negotiable)
Account minimum: $5,000 minimum annual fee for portfolio management services (may be waived) Minimum fee: $5,000 minimum annual fee for portfolio management services, may be waived at discretion
22 Monument Square, Suite 300
Portland, ME 04101
Maine · Texas
Great Diamond Partners, LLC
2025 - Present (1 year)
Headinvest
2010 - 2025 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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