$125 Million Wealth Advisor Joins Maine’s Great Diamond Partners

Stephen Poulos Joins Portland Firm, Pushing Total Assets Toward $740 Million While Bolstering Its Client-First Approach

Great Diamond Partners, a Portland-based independent wealth management firm, has announced the addition of Stephen Poulos as Senior Financial Advisor. Poulos — formerly with HeadInvest, where he served as Partner and Portfolio Manager — brings with him more than $125 million in potential assets under management (AUM).

The addition of Poulos marks a significant expansion for Great Diamond Partners, which manages about $640 million in client assets. With Poulos, the firm’s total AUM is expected to increase to approximately $765 million.

“Steve’s experience, character, and dedication to clients make him an ideal addition to our team,” said Helen Andreoli, Great Diamond Partners’ Managing Partner. “He shares our belief that doing what’s right for the client is the only way to build trust and drive long-term success.”

At Great Diamond Partners, Poulos will focus on advanced financial planning, investment strategy, and tax-focused advisory work — all in service of a long-standing commitment to clients. “This transition is about creating the best outcomes for the families I work with,” he said. “Great Diamond offers the structure, culture, and team support to deliver even more value.”

The Maine firm is also welcoming portfolio manager Mark Doehla, formerly with H.M. Payson, deepening its investment expertise and further bolstering its commitment to personalized service.

“Mark’s experience across multiple asset classes and his ability to communicate clearly to clients are invaluable qualities,“ said Jack Piper, a Founding Partner at Great Diamond Partners.

Great Diamond Partners is a member of the Dynasty Network, a community of independent firms powered by Dynasty Financial Partners’ integrated wealth management platform and operational support.

About Great Diamond Partners

Great Diamond Partners — an independent, locally owned wealth management firm serving individuals, families, and organizations — delivers comprehensive financial planning, investment strategy, and client-focused service rooted in integrity, compassion, and deep community engagement. The firm is headquartered at 22 Monument Square in Portland, Maine, where it will be expanding into additional space to accommodate its growing team. The firm now includes 12 professionals, with six advisors.

For more information about Great Diamond Partners, please visit: https://greatdiamondpartners.com

View source version on businesswire.com: https://www.businesswire.com/news/home/20250519289728/en/