Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
503 days old
General
Location
Madison, ME, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$325,000.00
# of Accounts
250
Avg Client Age
60
Overview

I am a financial advisor with a focus on organizing, managing and protecting client's assets. In addition to asset management my specialty is asset preservation and wealth transfer to the next generation. I specialize in protecting client's assets in the event they or their spouse enters a long term care facility. I am currently partnered with two local credits unions which combined have 9 branches in central Maine and a CPA located in central Maine. I am actively looking to grow my business organically and through acquisition.

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