Smit M. Desai
CEPA®, MSFinancial Advisor
Financial Advisors in South Portland, Maine
At Savant Wealth Management, our South Portland, ME, advisors can help you make personalized financial decisions so you can work toward your long-term goals. As a fee-only, independent firm located at 50 Donald B. Dean Drive, Suite 1, we uphold fiduciary standards by offering objective advice that prioritizes your needs. No matter where you are on your financial journey, our team can help bring deep experience and insight to the table.
We typically partner with individuals and families who have $750,000 or more in investable assets, as well as those approaching a significant financial transition such as a business sale, career advancement, or inheritance. Our team works closely with clients to help align financial decisions with evolving goals, helping them navigate complexity with greater clarity and confidence. If you’re looking for a long-term financial advisor in South Portland, we’re here to help you take the next step.
Why Work with a Financial Advisor at Savant in South Portland, ME?
Choosing a financial advisor is about more than proximity. It’s about finding a partner who understands your priorities and provides guidance designed to earn your trust. At Savant Wealth Management, our South Portland team provides personalized financial guidance intended to support your long-term goals.
We take a comprehensive approach to financial planning, integrating investment management, tax strategies, retirement planning, and estate considerations into a cohesive strategy. Whether you’re planning for the next phase of life or managing growing wealth, our advisors can provide personalized recommendations and a disciplined process.
Working with a local South Portland financial advisor can also give you the benefit of ongoing, relationship-driven support. We take the time to understand your goals and adjust your plan as your life evolves, with the goal of helping you stay on track over the long term.
Financial Services Offered at Our South Portland Office
Our South Portland office provides access to a wide array of comprehensive financial services that address many areas of your financial life. If you’re looking for retirement strategies, investment management, or tax and estate planning, we created our offerings to help support your changing needs. Explore the service categories below to find the right fit for your long-term goals.
Services for Individuals & Families
From investment management and financial planning to estate planning and tax strategy, we collaborate to provide integrated solutions that support your goals, simplify complexity, and help you make decisions for yourself, now and in the future.
Family Office Services
For ultra-high-net-worth and multigenerational families, wealth spans entities, generations, and shared decisions. Savant helps coordinate all of it, from consolidated reporting to daily operations.
Business Advisory Services
Business advisory, accounting, and tax services that help business owners make smarter decisions today and prepare for what’s next, from growth to retirement and legacy.
Meet Our South Portland Financial Advisors
Our South Portland financial advisors bring years of experience and a commitment to every client interaction. With specialized knowledge in tax strategy, estate planning, and investment management, we offer well-rounded support for individuals, families, and business owners across the region. We work closely with clients to help navigate important financial decisions, develop long-term strategies, and adapt to changing circumstances over time. We take pride in serving the Melville community with thoughtful guidance and a personalized approach tailored to your goals.
Tyler R. Metevier
Business Development Officer
Randall J. Richard
CEPA®, MBAManaging Partner / Financial Advisor
Laura M. Linscott
CFP®Financial Advisor
Neal P. Richard
Managing Partner / Financial Advisor
Zachary T. Lauzon
CFP®, CEPA®Financial Advisor
Savant's Financial Views & News | South Portland, ME
Why Richard Brothers Chose Savant: A Conversation with Randy and Neal Richard
Randy and Neal Richard on why Richard Brothers joined Savant Wealth Management, bringing Savant’s first Maine office and deeper planning resources.
Richard Brothers Financial Advisors Joins Savant Wealth Management
Savant Wealth Management partners with Richard Brothers Financial Advisors, adding its first Maine office and expanding planning services.
Upcoming Webinars
Working on Your Own Terms: A Guide to Semi-Retirement
October 7 | 1:00 PM CTDon't Miss This Webinar! Have $750K+ saved? Learn about semi-retirement and factors to consider when transitioning from full-time work.
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Medicare Planning for High-Net-Worth-Retirees: Common Mistakes to Avoid
October 14 | 1:00 PM CTNavigating Medicare – Preparing for retirement? Explore Medicare considerations in a webinar designed for those with $750K+ saved.
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Is It Time to Move? Financial Considerations for Retirees
October 21 | 1:00 PM CTConsidering a move in retirement? Explore key considerations. Intended for those with $750K+ saved.
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Decisions that Might be Costly in a High-Net-Worth Divorce
October 22 | 1:00 PM CTHave at least $2M saved? Discuss financial visibility, decision-making, and planning during divorce.
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Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
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