UBS Financial Services
47yrs
Top advisor by experience in Portland
35yrs
Stephen Poulos
Full name on record: Stephen Daniel Poulos
Financial advisor at Great Diamond Partners
Stephen Poulos has worked in the financial industry for 35 years and is a fiduciary financial advisor based in Portland, Maine. After 15 years at Headinvest, Stephen joined Great Diamond Partners in 2025, a firm offering financial planning and investment management. Great Diamond Partners reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 398 advisors with offices in Portland, and one of 365 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top advisor by experience at Great Diamond Partners
Office22 Monument Square Suite 300, Portland, ME 04101
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.51 million
Advisors at the firm8
States licensed ?2 states
Services through Great Diamond Partners
Financial planningInvestment management for individuals and small businessesOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowGreat Diamond Partners, LLCCurrent firm
- 2010 – 2025HeadinvestPreviously
Contact Stephen
(207) 274-2500Great Diamond Partners main office 22 Monument Square Suite 300Portland, ME 04101Office · Get directions Facebook pageGreat Diamond Partners
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Great Diamond Partners at (207) 274-2500 and ask for Stephen Poulos. Stephen works from the Portland, ME office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1991, about 35 years. Top advisor by experience at Great Diamond Partners.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Great Diamond Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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