Harborview Advisors is a financial advisory firm based in Portland, Maine, with an additional office in Brunswick. Doing business as Harborview Advisors, WealthShield Partners, LLC offers advisory services to individuals, families, business owners, professionals, and charitable organizations. The firm takes a holistic, personalized approach, building financial strategies around each client’s goals, values, risk tolerance, and circumstances.

Its services include financial planning and portfolio management, along with guidance on retirement, investment decisions, cash flow, debt management, estate strategies, insurance, taxes, and education savings. Harborview Advisors also works with retirees and people preparing for retirement, college-bound families, multigenerational households, executives, and high-net-worth clients. For organizations, its support includes endowment management and investment strategy.

The firm describes its relationship as ongoing: advisors first learn about a client’s financial situation and aspirations, develop a tailored plan, and adapt it as life and needs change. Prospective clients can request a complimentary introductory call to discuss their goals and explore how the firm may help.