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 time tested strategies, our steadfast approach can be your guide when faced with important financial decisions during times of emotional stress and market fluctuation.You are invited to learn more about Golden Pond by exploring our website.
Collaborating with our partners, our innovative and old fashioned capabilities result in a portfolio custom tailored to your goals and priorities.As an independent firm owned by the advisors, decisions are made based on your needs rather than any corporate or Wall Street bottom line.Our focus on serving a select group of clients results in you receiving a higher level of communication and personalized attention.
Building and managing handcrafted portfolios which are both efficient and transparent is our passion. A diverse portfolio is built around you while adhering to time tested asset allocation strategies.
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.
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.
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.