$420MM AUM | $2.5MM Rev in
Our firm is one of the ten largest independent investment advisory firms in Maine with more than $420M under management. We have a uniquely talented team, and lead deep, planning based relationships with our clientele. Our firm recognizes the importance of business scale in our efforts to serve clients without compromise. While we continue to experience strong organic growth, its logical to consider whether our clients would benefit from the additional team resources that inorganic growth may provide.