Securing your financial future is our priority.
Wherever you want to go, we're ready to help at every step of the journey.
Securing your financial future is our priority.
Wherever you want to go, we're ready to help at every step of the journey.
Securing your financial future is our priority.
Wherever you want to go, we're ready to help at every step of the journey.
Securing your financial future is our priority.
Wherever you want to go, we're ready to help at every step of the journey.

Our History
Years of experience have prepared us to guide you through your life transitions.

Who We Are
Our Financial Advisors are also Enrolled Agents, which allows our firm an ability to provide you with a more comprehensive strategy in financial management. Our strategy takes into account all aspects of your finances-from taxation to insurance and investment advice. Our team believes in providing exceptional customer service while assisting our clients in achieving their financial goals.
How We Help
We work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent methods, we want you to always know where you stand.
What Sets Us Apart
Our financial advisors love to help navigate the intersection of life and financial preparation. With our team at your back, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.







Speak with a one of our advisors to learn how we can help you reach your goal.
Call Us
(207) 942-9800
Address
532 Hammond Street
Bangor, ME 04401