We care about
your investments
As a fee-only advisor we avoid the incentives to trade that exist in broker dealer firms. We find investments to meet your needs, not the needs of anyone else. We have created an institutional relationship with Charles Schwab to provide you with timely and economical trades as well as prompt monthly reporting.
We are a small investment and financial services firm that focuses on the personal and business needs of our clients. We value client relationships that are built on open communications across all market cycles. At R. A. Peterson Associates, LLC we use plain English to help clients understand the complexities of investing. We also employ sophisticated industry resources to support our management of individual portfolios.
We are located at 457 York Street in York Harbor, Maine. Our location is situated between Boston and Portland, Maine and easily accessed from Interstate Route 95. Our phone number is 1.207.351.2500. Please feel free to contact us for more information »