Insights

Market Position Pine Harbor Advisors operates in the competitive independent financial planning space with a focus on personalized wealth management for clients at various life stages, presenting opportunities to offer tailored financial technology and service enhancements.

Growth Potential With a revenue range of 10 to 25 million dollars and a relatively small team of 11 to 50 employees, there is potential to introduce scalable technology solutions and consulting services to support expansion and operational efficiency.

Technology Stack Using a modern tech stack that includes cloud services, analytics, and scheduling tools indicates openness to integrate advanced financial planning technologies, creating opportunities for fintech partnerships and upgrades.

Client Relationship Strategy Their emphasis on trust and long-term client relationships suggests a focus on CRM solutions, client engagement platforms, and data security products to further enhance client experience and retention.

Competitive Landscape Positioned alongside industry giants like Charles Schwab and Fidelity, Pine Harbor Advisors could benefit from specialized solutions that differentiate their offerings and improve operational agility within a highly competitive market.

Pine Harbor Advisors Tech Stack

Pine Harbor Advisors uses 8 technology products and services including Calendly, Google Hosted Libraries, Cloudflare CDN, and more. Explore Pine Harbor Advisors's tech stack below.

  • Calendly
    Appointment Scheduling
  • Google Hosted Libraries
    Content Delivery Network
  • Cloudflare CDN
    Content Delivery Network
  • Amazon S3
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Google Maps
    Maps
  • Datadog
    Real User Monitoring
  • HSTS
    Security

Media & News

Pine Harbor Advisors's Email Address Formats

Pine Harbor Advisors uses at least 2 format(s):
Pine Harbor Advisors Email FormatsExamplePercentage
FLast@iisfinancial.comJDoe@iisfinancial.com
83%
FiLast@iisfinancial.comJoDoe@iisfinancial.com
17%

Frequently Asked Questions

Where is Pine Harbor Advisors's headquarters located?

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Pine Harbor Advisors's main headquarters is located at 707 Sable Oaks Drive Suite 203 Portland, Maine 04106 United States. The company has employees across 1 continents, including North America.

What is Pine Harbor Advisors's phone number?

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You can contact Pine Harbor Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pine Harbor Advisors's official website and social media links?

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Pine Harbor Advisors's official website is pineharboradvisors.com and has social profiles on LinkedIn.

What is Pine Harbor Advisors's SIC code NAICS code?

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Pine Harbor Advisors's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Pine Harbor Advisors have currently?

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As of February 2026, Pine Harbor Advisors has approximately 11 employees across 1 continents, including North America. Key team members include Managing Partner: D. H.Office Manager/Group Coordinator: F. C.Customer Service Specialist: M. S.. Explore Pine Harbor Advisors's employee directory with LeadIQ.

What industry does Pine Harbor Advisors belong to?

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Pine Harbor Advisors operates in the Investment Management industry.

What technology does Pine Harbor Advisors use?

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Pine Harbor Advisors's tech stack includes CalendlyGoogle Hosted LibrariesCloudflare CDNAmazon S3CloudflareGoogle MapsDatadogHSTS.

What is Pine Harbor Advisors's email format?

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Pine Harbor Advisors's email format typically follows the pattern of FLast@iisfinancial.com. Find more Pine Harbor Advisors email formats with LeadIQ.

When was Pine Harbor Advisors founded?

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Pine Harbor Advisors was founded in 2013.

Pine Harbor Advisors

Investment ManagementMaine, United States11-50 Employees

Pine Harbor Advisors is an independent financial planning firm with offices in Augusta and Portland, Maine. Whether you are just starting out, building and growing wealth, or nearing retirement, our goal as Financial Advisors is to help our clients understand their financial situation by providing a high-quality, detailed financial plan. 

Our objective is to guide our clients through the process of obtaining their long term financial goals by simplifying the process and working closely with them to make sure they are on track to reach them.

Pine Harbor Advisors is not captive and is free to find the right coverage and investments to meet your needs. Our comprehensive suite of wealth planning solutions and financial planning technology helps our clients create a financial plan based on their individual goals through education, communication, and service. 

By working closely with our clients and their family's , we provide the foundation for a long-term relationship based on trust, integrity, knowledge and service which results in our clients pursuing their financial goals and objectives.  You can trust Pine Harbor Advisors to always be there when you need us, answering your questions and working with you in pursuit of your goals. 

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Section iconCompany Overview

Headquarters
707 Sable Oaks Drive Suite 203 Portland, Maine 04106 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Pine Harbor Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Pine Harbor Advisors's revenue is estimated to be in the range of $10M$25M

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