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Bigelow Investment Advisors, LLC

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Client assets under management

$411,073,822

Clients

314

43% high-net worth

Advisors

4

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

79

High

Average account size

$1,309,152

About

Bigelow Investment Advisors provides fee‑only portfolio management and investment advice to individuals, high‑net‑worth clients, institutions, retirement plans, trusts, non‑profits and small businesses. The firm manages both discretionary and non‑discretionary accounts and offers financial planning as part of its advisory services or as a stand‑alone engagement.

The firm emphasizes long‑term, diversified asset‑allocation strategies and implements portfolios using individual stocks and bonds, exchange‑traded funds, mutual funds, REITs and cash equivalents, generally avoiding frequent trading, margin and market timing. Investment decisions draw on fundamental and technical analysis and third‑party research, and clients set agreed asset allocation ranges and customization options such as ESG screens or security restrictions.

A distinctive feature is that Bigelow is majority‑owned by a mutual savings bank (originally Gorham Savings Bank and now Maine Community Bank), and the bank refers potential clients to the firm — an ownership and referral arrangement that is uncommon among similarly sized team firms. The firm also disclaims proxy‑voting responsibility for client securities and excludes certain non‑public or complex private vehicles from managed portfolios, which can influence how it works with institutional clients and other advisers.

Client services

Financial planning Portfolio management

Expertise

ESG / Sustainable investing

Fee options

Fixed

Financial planning services offered at $165 per month on a 12-month contract (stand-alone service)

Percentage

$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.6% $2,000,001 - $5,000,000: 0.5% $5,000,001+: 0.4%

Other

Account minimum: $300,000 Minimum fee: $500 per quarter (may be waived at firm's discretion) Fee-only: Fee-only investment management services; no commissions or sales compensation

Main office location

Bigelow Investment Advisors, LLC

2 Monument Square, Suite 701

Portland ME 04101, United States

Number of offices

1

Most active in

California · Florida · Maine · Massachusetts · New Hampshire · New Jersey · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Racquel T

CFP®

Portland, ME

Bigelow Investment Advisors, LLC

Racquel Tibbetts is a CFP® professional with five years of industry experience, currently serving at Bigelow Investment Advisors, LLC since 2020. She previously worked at Key Bank, NA for 19 years. Bigelow Investment Advisors provides fee-based portfolio management and investment advice to a diverse client base including individuals, institutions, retirement plans, trusts and estates, non-profits, and small businesses. The firm focuses on long-term, diversified asset allocation using a combination of fundamental and technical analysis, third-party research, and periodic account reviews, and is notable for its corporate affiliation with a Maine mutual savings community bank.

ESG / Sustainable investing
user avatar

Patrick F

CFP®, Series 66

Portland, ME

Bigelow Investment Advisors, LLC

Patrick Flood is a CFP® with 16 years of experience in the financial industry. He has worked at Bigelow Investment Advisors, LLC since 2017 and previously at Key Investment Services LLC from 2009 to 2017. Patrick holds the Series 66 designation and is based in Portland, ME. Bigelow Investment Advisors provides fee-based portfolio management and investment advice to individuals, institutions, retirement plans, trusts, non-profits, and small businesses. The firm emphasizes long-term, diversified asset allocation using a range of securities and employs both fundamental and technical analysis to guide investment decisions.

ESG / Sustainable investing
user avatar

Andrew N

CFP®, Series 63, Series 66

Portland, ME

Bigelow Investment Advisors, LLC

Andrew Nadeau is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He has worked at Bigelow Investment Advisors, LLC since 2022, following roles at Stonehearth Capital Management and Salem Five Investment Services. Bigelow Investment Advisors provides fee-based portfolio management and investment advice to individuals, institutions, retirement plans, trusts and estates, non-profit groups, and small businesses. The firm emphasizes long-term, diversified asset allocation using a mix of fundamental and technical analysis, third-party research, and periodic account reviews, and is majority owned by a Maine mutual savings community bank.

ESG / Sustainable investing
user avatar

Matthew H

CFP®, Series 63, Series 66

Portland, ME

Bigelow Investment Advisors, LLC

Matthew Huckins is a CFP® professional with 12 years of industry experience. He is currently with Bigelow Investment Advisors, LLC in Portland, ME, where he has worked since 2025. Prior to that, he held various roles at Fidelity Investments from 2015 to 2025. Bigelow Investment Advisors provides fee-based portfolio management and investment advice to individuals, institutions, retirement plans, trusts and estates, non-profit groups, and small businesses. The firm emphasizes long-term, diversified asset allocation using individual securities and funds, combining fundamental and technical analysis, and maintains a distinctive corporate affiliation with a Maine mutual savings community bank.

ESG / Sustainable investing
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