Overview

We are a Maine based Wealth Management firm looking for opportunities to buy or merge with existing businesses, or to hire younger advisors with smaller books that need the support of a team. We take a team based approach to managing our clients, and are looking for like-minded individuals or groups who want to serve clients as a team. We are an RIA and are almost exclusively fee based. Two office locations currently, Bangor and Portland.

Last Activity
6 months or more

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