Discovering wealth solutions

to empower your best life.

Great Diamond Partners is an independent, locally owned wealth management firm in Portland, Maine.

Our team delivers comprehensive financial planning, investment strategy, and client-focused service.

 

We foster a culture of betterment and well-being

for our clients, our team, and our community.

Who we are

Helen Andreoli

Founding Partner

Meet Helen Andreoli

Wyatt Andreoli

Financial Advisor

Meet Wyatt Andreoli

Lisa Demers

Client Relationship Manager

Meet Lisa Demers

Bevin Lucas

Client Relationship Specialist

Meet Bevin Lucas

Jack Piper

Founding Partner

Meet Jack Piper

Joseph Powers

Founding Partner

Meet Joseph Powers

Andrew Scott

Associate Financial Advisor

Meet Andrew Scott

Meg Scott

Brand Manager

Meet Meg Scott

Tammy Viles

Client Relationship Specialist

Meet Tammy Viles

Mark Doehla

Portfolio Manager

Meet Mark Doehla

Stephen Poulos

Senior Financial Advisor

Meet Stephen Poulos
“Our firm is proud to be locally owned
and operated. Being deeply rooted
in the community allows us to provide
a personal touch that larger, corporate firms often can’t match.”

Helen Andreoli, Managing Partner

Through our guidance and insight, we help people achieve great things – much more
than wealth.

What we do