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Helping You Carry On Your Legacy

To get where you want to go, you must know how to navigate the way. Salem Advisory Group can help you at every turn.

Salem Advisory Group offers comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your family’s future, Salem Advisory Group is Southern Maine’s preeminent investment advisor.

Salem Advisory Group, LLC, is a full service financial planning and fee based registered investment advisory firm specializing in total asset management. Services include, but are not limited to, comprehensive financial planning, investments, retirement strategies, education funding strategies and insurance planning. As a registered investment advisory firm in the State of Maine, we tailor the services we provide to the individual investment needs of each of our clients.

A Course of Action

At Salem Advisory Group, LLC we recognize financial planning is a process that can seem overwhelming. Just as a captain plots the chart before setting sail, we work with you to develop a course of action that involves determining your needs and a plan to help you track your way there. As your financial advisor, we believe it is our responsibility to keep you focused on where you want to go, at the speed you determine, educated on the choices required to help get you there, and informed on the progress made toward your goals. This is why we offer complementary financial planning to our clients. Call today to see how our Investment Advisor Representatives can help.

"It's time to start living the life you've imagined." Henry James

Financial Guidance

At Salem Advisory Group, LLC, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we work side by side with you to get to the next point on the chart.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Salem Advisory Group, LLC we can help you solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let Salem Advisory Group, LLC surround you and your family with our leading insurance policies.

Our Areas of Expertise

Market Summary


College Planning

Rising education costs require a forward-thinking plan. Legacy Wealth can help you prepare for one of life’s biggest investments.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Legacy Wealth will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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