Portland, Maine
Sophisticated advice
made simple
We educate and assist our clients to help them find solutions to all of their retirement needs.
Why work with us
We put your interests first
Fiduciary Advice
We always put our clients’ interests first. We adhere to a strict code of ethics established by the CFP Board.
Transparency
We use a transparent fee schedule for all investment advisory services provided to our clients.
Expertise
Derek Tharp, Ph.D., CFP®, CLU®, RICP® is a financial and retirement planning expert whose research has been published in numerous academic journals.
Our expertise has been featured in
Our approach
Ongoing guidance to provide peace of mind
We assist our clients on an ongoing basis by helping them get their finances organized and stay on track towards their financial goals.
Learn more about our servicesHave a question about your finances?
No question is too big or too small. Reach out and we’ll point you in the right direction.
Ask Derek