Comprehensive Financial Services
We do everything you’d expect from a financial advisor—and much more.

Our services begin with developing plans to help you pursue  your financial goals. That includes everything from creating a sound investment strategy to strategies that seek to minimize your current and future tax burden and establish a steady retirement income.

Our client relationships span generations and are based on care for your well-being and that of your family by offering guidance on all things to do with your financial life. Every family has a unique financial journey. Our wholistic approach is designed with the goal of helping you maximize every aspect.

Our Process
Every one of our clients has unique financial goals and challenges, so our process begins with getting to know you as a person. We do not simply send you a worksheet to fill out because a worksheet can’t capture the complexities of your life and your feelings about your financial future. Nuances matter, and so do relationships. Instead of pushing you into a cookie-cutter financial plan, we draft ideas based on our conversations and discuss with you how we propose to help you work towards meeting your goals. Once agreed on a strategy, we put your financial plan to work and continue to adjust it over time to make sure it continues to serve your needs.

Our Fees
As independent, fee-based investment advisor representatives, our loyalty is to you. Our fee is simple: an annual percentage of the account value that is billed quarterly.

Our Brochure
Click on our brochure to read more about Katahdin.