F.L.Putnam Featured in Mainebiz

August 11, 2023

F.L.Putnam Wealth Advisor Continues Maine Expansion with Portland Deal for Aurora
By Laurie Schreiber

 As part of its continued expansion in Maine, F.L.Putnam Investment Management Co. recently acquired Aurora Financial Group LLC of Portland.

Terms of the deal were not disclosed. Charles Dibner, Aurora’s founder and president, was named as a strategic consultant and private client advisor.

Although headquartered in Wellesley, Mass., F.L.Putnam has its largest office in Portland. The firm is an independent registered investment advisor that serves individuals, single and multifamily offices, endowments, foundations and other registered investment advisors.

Aurora is an independent registered investment advisor in Portland. The firm was founded in 2005 and provides investment advisory and financial planning services to individuals, families and institutions nationally and throughout Maine.

“This is a unique opportunity to build on our success in a market that we have served for decades,” said F.L.Putnam President and CEO Tom Manning.

Read the full story here.

Disclosures

Navigating a K-shaped Economy

By Ellen Hazen, CFA®, Chief Market Strategist What We’re Watching in December Jobs. November...

Charitable Giving – Make 2025 Count

By Jill Hibyan, CTFA, CFP®, and Susan John, CFP® Beginning in 2026, the One Big Beautiful Bill Act...

Executive Compensation: Understanding RSUs

By Tom Burleigh, CFP®, CTFA® and Landon Fritch, CFP® As organizations seek ways to align employees...