We’re excited to share an important update — IIS Financial is now Pine Harbor Advisors.
For over 12 years, IIS Financial Services has helped clients achieve clarity, control, and confidence in their financial lives. Today, we’re excited to share an essential milestone in our firm’s journey — one that reflects our growth, evolution, and enduring commitment to the people we serve.
As of October 1st, IIS Financial Services has officially changed its name to Pine Harbor Advisors.
Why the Change
As our firm evolves, so do the ways we serve our clients. Transitioning to Pine Harbor Advisors allows us to:
- Continuing to better serve our clients, expanding our team with additional staff, partners, and advisors
- Offer more customized and comprehensive financial planning tailored to your goals.
- Provide access to a wider range of investment opportunities to help you build long-term wealth.
- Deliver an improved digital experience with tools designed to make your financial life simpler and more personal.
“Pine Harbor” reflects the natural beauty and strength of our home state, Maine — from our coastal harbors to our pine-covered forests. The name symbolizes stability, safety, and guidance, which are the core values we bring to every client relationship. This new name represents more than just a fresh look — it embodies who we are, where we come from, and where we’re headed.
- “Pine” pays tribute to Maine’s iconic forest landscapes and steadfast values.
- “Harbor” symbolizes security, guidance, and a trusted place of support through life’s financial storms.
Although we work with clients nationwide, Pine Harbor reflects our deep roots in Maine and our unwavering commitment to helping clients navigate their financial journeys with confidence.
What This Change Means for You
While our name is changing, the foundation of our firm remains the same:
- Our team and ownership are unchanged. You’ll continue working with the same experienced professionals you know and trust.
- Our services and relationships remain uninterrupted. Your accounts, investments, and financial plans will remain unchanged.
- No action is required on your part. All agreements and arrangements remain in place.
You’ll begin to see our new name and branding appear across our communications, documents, and website in the coming weeks. But while our look is evolving, our mission — to deliver personalized service, trusted financial guidance, and long-term partnership — remains stronger than ever.
Our Values, Stronger Than Ever
While our name is changing, our values remain steadfast. Independence and employee ownership remain at the heart of our firm’s identity. Our goal has always been — and continues to be — preserving a culture where key decisions are made with our clients’ best interests in mind, not outside shareholders or private equity firms.
At Pine Harbor Advisors, we share a deep belief in creating a firm where team members can grow, lead, and thrive over the long term, while remaining independent and always putting clients first.
Expanded Services for Today’s Needs
Our new name also reflects the evolution of our services. We’re proud to offer a higher degree of personalized financial advice, including a fee-for-service advice portal designed to meet the needs of young families and startup businesses seeking flexible, transparent guidance.
In addition to working with small business owners, individuals planning for retirement, and families seeking wealth management services based primarily in Maine — or with a connection to the state — Pine Harbor Advisors continues to provide advisory services for employer retirement plans in both the private and public sectors.
Looking Ahead
As we enter this new chapter, our mission remains the same: to help our clients build financial confidence and achieve long-term success through independent, thoughtful advice. This reflects our continued growth, the expansion of our services, and a renewed commitment to delivering the high-touch, independent advice you’ve come to expect from us.
We’re deeply grateful for the trust you’ve placed in us over the years, and we look forward to continuing our relationship under our new name.
If you have any questions about this change, please don’t hesitate to contact us at 207-761-4733 or info@pineharboradvisors.com.