Sound Advice Focused on You
Portland Integritas Advisors, LLC is a Maine fee-only independent wealth advisory firm focused on listening, understanding and responding to the unique needs of our clients. Founded by Karen Elise Kilbride CFP®, CPA, our firm is driven by integrity and centered on our clients.
We believe the client interest comes first and we serve our clients as Fiduciaries because there is simply no other way to provide financial advice. Being a Fiduciary combined with our fee-only independent business model was chosen to be able to offer client centered objective advice.
We are a boutique wealth management "financial planning centered investment management" firm serving clients who want to partner with a trusted advisor, one who stands shoulder to shoulder with you bringing clarity and direction to your financial affairs. Our retirement focus and choice to serve a select number of clients enables us to offer a higher quality and more personalized level of service.
We are planners, not just advisors. Listening and understanding all of the areas that define your personal financial situation enable us to develop an individualized financial plan fully reflective of your goals and the investment advice to help you achieve those goals. We believe financial planning is the cornerstone to a sound investment plan.Contact Us
Click here to learn more about Karen Elise Kilbride