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Welcome to Katahdin Financial Group

Your Personal
Financial Team

Have confidence in planning and investing with relationship-based advice and collaboration from the professionals at Katahdin.


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Large-firm Capabilities.
Small-town Approach.

Investing is about more than money—it’s about people. At Katahdin, our collaborative approach centers on you and your goals, challenges, and dreams. Together, we will build a personalized financial plan and a lifelong relationship based on mutual respect.

Our Process

Financial
Planning

We will work with you to develop a financial plan that’s easy to understand and tailored to your unique needs and goals.

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Our History

Retirement
Planning

To work towards bringing more joy and confidence to your retirement, we will create a retirement plan designed with the goal of providing stable, predictable income.

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Our Values

Tax
Planning

Our goal is to help you minimize your tax payments today and in your retirement.

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Our Resources

Contingency
Planning

We help you prepare financially for whatever unforeseen events and expenses might affect you and your family.

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