Dirigo Financial LLC

Overview

Dirigo Financial LLC is an independent, owner-operated advisory firm organized as an LLC that serves individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, with additional pension-consulting capability. It charges fees as a percentage of assets under management and through hourly engagements. Dirigo is state-registered in Maine and New Hampshire and lists an individual as its owner. The firm describes itself as a traditional advisory practice rather than a capital allocator or an active ESG investor. Its business activity centers on customized planning and portfolio oversight rather than running pooled investment vehicles or providing institutional allocator services.

Assets & Accounts

Investments & Alternatives

Location & Offices