207-543-3383
Contact Us
  • Home
  • Who We Are
    • Our Company
  • What We Do
    • Generational Vault
    • Income Planning
    • Social Security Planning
    • Medicare
    • Taxes
    • Empowering Women
    • Retirement/Financial Planning
    • Investment Management
    • Wealth Management
  • Contact
  • Client Login

Investment Executives Capital Advisory Group

logo-wh

Retire

Like you mean it

Meet Us

logo-wh

Enjoy

Your lifestyle

Meet Us

logo-wh

Freedom

Is in your hands

Meet Us

  • Income Planning
  • Social Security Planning
  • Medicare
  • Retirement/Financial Planning
  • Taxes

Investment Executives Capital Advisory Group

 

Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Investment Executives Capital Advisory Group.

Investment Executives Capital Advisory Group provides investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Investment Executives Capital Advisory Group is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first. We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
Tune into the Maine Money Show! Saturdays at 10am on AM 780. Listen Now »

Retirement Planning

Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive ...


Learn More »

Tax Planning

Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in ...


Learn More »

Income Planning

For even the most financially literate individual, planning for retirement can be a very challenging undertaking. The days of relying solely on your pension and Social Security benefit to ...


Learn More »

Contact Us

Investment Executives Capital Advisory Group
240 Russell Street
Lewiston, ME 04240

P: 207-543-3383
E: cdickson@theinvestmentexecutives.org

 

Our Company

  • Home
  • Our Company
  • Strategic Alliances
  • Video Library
  • Contact

Our Services

  • Income Planning
  • Social Security Planning
  • Medicare
  • Retirement/Financial Planning
  • Taxes
Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539).Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through Investment Executives, Inc. Investment Executives Capital Advisory Group and Investment Executives, Inc. are not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and Investment Executives Capital Advisory Group and Investment Executives, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted.Check the background of this investment professional on FINRA’s BrokerCheck »