About Outfitter Financial
<p>Built around the angling and hunting community, Outfitter Financial works with outdoors-minded households on long-term wealth planning. Headquartered in Brunswick in Maine’s Midcoast region near the Portland metro, the firm serves clients in multiple states.</p> <p>Founded in 2018, Outfitter Financial is a U.S.-registered investment adviser (SEC Firm CRD# 291413) with four employees. As of 2026, the firm reports $0.1B in assets under management.</p> <p>Outfitter Financial’s work includes investment management and retirement, estate, and broader financial planning. The firm also provides 3(21) fiduciary support for retirement plans, helping plan sponsors with investment guidance while the sponsor retains final decision-making authority.</p> <p>What sets Outfitter Financial apart is its focus on clients who want their financial strategy to fit an outdoor lifestyle, with planning built around spending, seasonal income, and long-term goals.</p> <ul> <li>Registered investment adviser (SEC CRD# 291413)</li> <li>Investment management and financial planning</li> <li>Retirement and estate planning</li> <li>3(21) fiduciary services for employer plans</li> <li>Based in the Portland–Midcoast Maine area; works with clients nationwide</li> </ul>
Website: https://www.outfitterfinancial.ca/
Founded: 2018
Employees: 4
Office Locations
- Brunswick, ME (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $145.6M