Neal P. Richard
Managing Partner / Financial Advisor
Financial Advisors in South Portland, Maine
At Savant Wealth Management in South Portland, ME, our fiduciary financial advisors dedicate themselves to helping you approach your financial future with confidence and clarity. As a fee-only, majority employee-owned firm, our goal is to help provide objective advice that aligns with your best interests. From our office at 50 Donald B. Dean Drive, Suite 1, where our advisors are available by appointment only, we work with individuals, families, and business owners to create customized strategies for managing, growing, and protecting wealth.
While most of our clients have $750,000 or more in investable assets, we also collaborate with those who anticipate meaningful financial growth from career advancement, business ownership, or inheritance. Our clients may come to us while navigating a business sale, planning for retirement, or managing an inheritance. Our advisors help create strategies designed to adapt as those priorities change. If you’re looking for a long-term financial advisor in South Portland, we’re here to help you take the next step.
Whether you’re growing your wealth, preparing for retirement, or navigating an important financial transition, our South Portland-based team is here to help. Schedule your introductory consultation to learn how Savant can help you build a strategy designed to support your goals with clarity and care.
Why Choose Savant in South Portland for Financial Planning
Financial success often creates new opportunities, but it can also introduce more complex decisions. Career growth, business ownership, retirement planning, and wealth accumulation all require thoughtful planning and coordination.
At Savant Wealth Management, our South Portland advisors help clients evaluate opportunities through a long-term lens. By coordinating investment management, retirement planning, tax strategies, and estate planning, we help create financial strategies designed to adapt as your circumstances evolve. Whether you’re building wealth, preparing for a major transition, or refining your financial plan, our team is here to help you move forward with clarity.
Financial Planning Services Offered at Our South Portland Office
Our South Portland office offers a full spectrum of comprehensive financial services designed to help you meet your evolving needs. From investment and retirement planning to estate planning and tax strategies, our integrated team approach helps align every part of your financial life. By bringing together multiple financial disciplines, we help clients make informed decisions and adapt strategies as circumstances change over time. Explore the service options below to see how Savant can help you pursue your goals.
Services for Individuals & Families
From investment management and financial planning to estate planning and tax strategy, we collaborate to provide integrated solutions that support your goals, simplify complexity, and help you make decisions for yourself, now and in the future.
Family Office Services
For ultra-high-net-worth and multigenerational families, wealth spans entities, generations, and shared decisions. Savant helps coordinate all of it, from consolidated reporting to daily operations.
Business Advisory Services
Business advisory, accounting, and tax services that help business owners make smarter decisions today and prepare for what’s next, from growth to retirement and legacy.
Meet Our South Portland Financial Advisors
Our South Portland financial advisors bring years of experience and a commitment to every client interaction. With specialized knowledge in tax strategy, estate planning, and investment management, we offer well-rounded support for individuals, families, and business owners across the region. We work closely with clients to help navigate important financial decisions, develop long-term strategies, and adapt to changing circumstances over time. We take pride in serving the South Portland community with thoughtful guidance and a personalized approach tailored to your goals.
Randall J. Richard
CEPA®, MBAManaging Partner / Financial Advisor
Laura M. Linscott
CFP®Financial Advisor
Zachary T. Lauzon
CFP®, CEPA®Financial Advisor
Tyler R. Metevier
Business Development Officer
Smit M. Desai
CEPA®, MSFinancial Advisor
Financial Planning Tools and Resources for South Portland, ME, Residents
Making informed financial decisions starts with access to the right resources. Our South Portland team provides planning tools, educational insights, and financial guidance designed to help you evaluate opportunities, navigate important decisions, and stay focused on your long-term goals.
Savant's Financial Views & News | South Portland, ME
Why Richard Brothers Chose Savant: A Conversation with Randy and Neal Richard
Randy and Neal Richard on why Richard Brothers joined Savant Wealth Management, bringing Savant’s first Maine office and deeper planning resources.
Richard Brothers Financial Advisors Joins Savant Wealth Management
Savant Wealth Management partners with Richard Brothers Financial Advisors, adding its first Maine office and expanding planning services.
Upcoming Webinars
Is It Time to Move? Financial Considerations for Retirees
October 21 | 1:00 PM CTConsidering a move in retirement? Explore key considerations. Intended for those with $750K+ saved.
Register Today
Decisions that Might be Costly in a High-Net-Worth Divorce
October 22 | 1:00 PM CTHave at least $2M saved? Discuss financial visibility, decision-making, and planning during divorce.
Save Your Seat
Beyond the Algorithm: Where AI Falls Short for Wealthy Investors
October 28 | 1:00 PM CTExplore AI’s role in wealth planning and where human guidance still matters. For those with $750K+ saved.
Register Today
Year-End Tax Planning for Investors with Significant Wealth
November 4 | 1:00 PM CTLearn about year-end tax planning considerations before 2027 begins. For investors with $750K+ saved.
Sign Up
Tax-Savvy Retirement Planning for Affluent Investors
November 10 | 1:00 PM CTHave at least $750K saved? Join our discussion on retirement income, tax planning, and legacy considerations. (111)
Save Your Seat
What University Professionals May Overlook About Retirement Planning
November 12 | 1:00 PM CTUnderstand retirement planning issues facing university professionals. For those with $1M+ saved for retirement.
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Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
Watch NowFAQs About Financial Advisors in South Portland, ME
Why work with a financial advisor in South Portland, ME?
Working with a local financial advisor in South Portland provides access to personalized guidance and ongoing support as your financial needs evolve. Whether you’re planning for retirement, managing investments, or navigating major financial decisions, a local advisor can help you create a strategy aligned with your goals.
How can a financial advisor help with a business sale or transition?
Business owners approaching a sale or transition often face decisions related to tax planning, timing, and reinvestment strategy. A financial advisor can help align these decisions with your broader financial goals.
What wealth management services are available through Savant’s South Portland office?
Our South Portland office offers investment management, retirement planning, estate planning, tax advisory, trust services, accounting and consulting services, and wealth management strategies designed to help support long-term financial goals.
What should I consider when managing an inheritance in South Portland?
Inheriting assets often involves evaluating tax implications, investment strategy, and how the assets fit into your broader financial plan. A coordinated approach can help support thoughtful decision-making.
How often should I review my financial strategy in South Portland?
Many individuals review their financial strategy annually and after major life or financial events such as retirement, career changes, inheritance, or a business sale.
What should I look for when choosing a financial advisor in South Portland, ME?
When evaluating financial advisors, consider their experience, planning philosophy, compensation structure, and ability to provide guidance across multiple areas of your financial life.
How do I get started with a financial advisor in South Portland, ME?
Getting started typically begins with a conversation about your goals, financial priorities, and current situation. From there, an advisor can help develop a personalized strategy tailored to your needs.
Connect with a Financial Advisor in South Portland, ME, Today
Whether you’re navigating a business sale, planning for retirement, or managing an inheritance, our South Portland advisors are here to help. Contact us at 207.879.2352, or schedule a consultation to discuss your priorities and learn how personalized financial guidance can help support your long-term goals.
