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WealthSmith Financial PlanningFinancial advisor in Portland, ME

WealthSmith Financial Planning is a financial advisor at 75 Pearl St #204, Portland, ME 04101, ranked #21 of 57 financial advisors in Portland and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Portland, MEUpdated 0 paid placements in any rankingHow we rank

Call (207) 850-0075Website ↗

Key facts

Key facts about WealthSmith Financial Planning
Address75 Pearl St #204, Portland, ME 04101Get directions
Phone(207) 850-0075
Websitewealthsmithfinancialplanning.com
HoursMonday to Friday: 9 AM – 4 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Portland and 7 towns within 25 miles: South Portland, South Portland Gardens, Westbrook, West Scarborough, Saco, Biddeford and Brunswick.

Based in Portland, MEView on map

Opening hours

Opening hours for WealthSmith Financial Planning
DayHours
Monday9 AM – 4 PM
Tuesday9 AM – 4 PM
Wednesday9 AM – 4 PM
Thursday9 AM – 4 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about WealthSmith Financial Planning

How is WealthSmith Financial Planning ranked in Portland?

WealthSmith Financial Planning is ranked #21 of 57 financial advisors in Portland by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are WealthSmith Financial Planning’s hours?

WealthSmith Financial Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does WealthSmith Financial Planning serve?

Serves Portland and 7 towns within 25 miles: South Portland, South Portland Gardens, Westbrook, West Scarborough, Saco, Biddeford and Brunswick. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about WealthSmith Financial Planning?

WealthSmith Financial Planning has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact WealthSmith Financial Planning?

Call WealthSmith Financial Planning on (207) 850-0075. The business is at 75 Pearl St #204, Portland, ME 04101. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

WealthSmith Financial Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
WealthSmith Financial Planning (this business)—665.0 (4)NoNo
Northwestern Mutual#19665.0 (4)YesNo0.4 mi
Johann Azzopardi - Congress Street Financial Group (PORTLAND MAINE)#20664.2 (5)NoNo1.9 mi
Androscoggin Bank#22653.1 (8)NoNo0.0 mi

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