Founded in 2025, Capital Resource Advisors LLC was built upon decades of industry experience and a clear mission: to deliver personalized, transparent, and client-focused financial advice. The inspiration for establishing our firm stemmed from a strong belief that wealth management should be about empowering individuals, not just managing portfolios.
After witnessing how complex and impersonal the financial services industry can be, we set out to create something different. At Capital Resource Advisors, we prioritize clarity, trust, and tailored strategies that align with each client’s unique goals. If you are planning for retirement, growing wealth, or navigating life’s transitions, our objective is simple: to ensure every client feels understood, supported, and confident in their financial journey.
At Capital Resource Advisors, we recognize that every client’s financial journey is unique. Your goals, challenges, and aspirations require more than just generic advice; they demand a personalized, thoughtful approach. That’s why our services are built to align with the complexities of your life, your legacy, and your vision for the future.
Our team delivers tailored strategies rooted in experience, integrity, and a commitment to long-term success. From investment management to estate planning, we provide the clarity and confidence you need to move forward.
Wealth Management & Financial Planning
Retirement Planning
Risk Management & Insurance
Estate Planning & Wealth Transfer
Tax Planning
Education & Family Planning
At Capital Resource Advisors, we offer the strength and stability of a major institution with the responsiveness and care of a small, elite team. With decades of industry experience and a client-first philosophy, we deliver personalized solutions built on trust, transparency, and long-term relationships.
No generic portfolios. Every strategy we create is designed around you.
We resolve challenges efficiently & effectively, without corporate red tape.
From investment to legacy, our guidance spans the full financial spectrum.
STEP 01
We begin by listening & learning about your goals, values, concerns, and financial landscape. Through in-depth conversations, we uncover what truly matters to you and your family.
STEP 02
Based on your unique profile, we craft a tailored financial plan and investment strategy. Every recommendation is grounded in research, transparency, and aligned with your long-term vision.
STEP 03
Once the plan is in place, we implement each step with precision. But our work doesn’t stop there, we proactively adapt and optimize your strategy as life and markets evolve.
We operate on a transparent fee-only model, charging either a percentage of assets under management (AUM), a flat fee, or an hourly rate. There are no hidden fees.
We start with a detailed assessment of your financial goals, risk tolerance, and time horizon. Then, we design a diversified portfolio and regularly monitor and adjust it to align with your needs and market conditions.
We schedule regular reviews,typically quarterly or annually, that are based on your preferences. We’re also available for ad-hoc meetings to address specific concerns or life changes.
While all investments carry some risk, we prioritize risk management and use reputable custodians to hold your assets securely. We also carry professional liability insurance for added protection.
The wealth management firm based in Portland, Maine offers personalized financial strategies for high-net-worth individuals, families, and business owners.
