129 Silver Street
Celebrating 25 Years.
Family owned and fiercely independent since 1996
Over 140 Years of Combined Experience.
Get to know our hardworking, caring staff
Align your investments with your values
Our advisors have more than two decades of experience in sustainable (ESG) investing.
Committed to the Community
Giving back to Central Maine and beyond
*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.
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.
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.
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.
Our advisors regularly share financial planning tips, market analysis, and more on our blog.