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Services | Charter Oak Capital Management is an independent Maine-based investment advisory and management firm dedicated to providing personalized investment advice to individuals, businesses and non-profit organizations. We work closely with our clients to customize investment programs that match their financial needs and long-term goals. Unlike most financial advisors, Charter Oak Capital Management is not affiliated with any one financial institution. We are a local independent firm, with highly credentialed and experienced investment professionals working solely in your best interest. Look to us for the sound financial advice, knowledge and expertise that come from years of helping clients reach their financial goals. With offices in Portland, Kennebunk and Portsmouth, N.H.,
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