*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: clients retention, industry experience, firm nominations; industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Welcome to Golden Pond

Welcome to Golden Pond

In Maine, the rugged natural beauty of our lakes, mountains and coast is complemented by the core values of our people- honesty, hard work and independence. You have worked hard to accumulate your nest egg and deserve a disciplined approach to grow and protect it. At Golden Pond, the unyielding focus is on you and your family. Rooted in sophisticated strategies, our steadfast approach can be your guide when faced with important financial decisions during times of emotional stress and market fluctuation.

A Message from our Founder
Investment Management

Investment Management

Building and managing handcrafted portfolios which are both efficient and transparent is our passion. A diverse portfolio is built around you while adhering to sophisticated asset allocation strategies.

ESG Investing

ESG Investing

This investing style integrates environmental, social and governance (ESG) factors with traditional investment analysis. For over two decades, Golden Pond has managed socially-screened portfolios for clients who consider making an impact among their investment goals. Click here for more information on our ESG capabilities.

Wealth Planning

Wealth Planning

With your family's goals and dreams at the center, our team collaborates with your legal, insurance and tax professionals to develop a plan which addresses your retirement, family legacy and philanthropic goals. Your personalized plan is a product of thorough listening and great communication.

Retirement Planning

Retirement Planning

The decision to retire is one of the most important ones you will ever make. At Golden Pond, you will be working with advisors who have more than 25 years of experience designing retirement income strategies for you and planning for your beneficiaries.

Insights

Insights

Our advisors regularly share financial planning tips, market analysis, and more on our blog.

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