Wealth Advisors

Brian Bernatchez, CFP®

Managing Director




Brian founded the firm in 1996 and currently serves as the managing director and chief investment officer. A graduate of Thomas College, he has been a financial adviser since 1989. He specializes in comprehensive multi-generational wealth management for affluent families. 

Most recently, he was named to the Forbes Best in State Wealth Advisors list for Maine* and to LPL’s Executive Council for the third consecutive year.** In 2006, he was honored as the Mid-Maine Chamber of Commerce Business Person of the Year.*** 

He currently serves on the boards of the Maine Community Foundation, Good Will Hinckley and Thomas College. In addition, he is the Vice President of the Alfond Youth and Community Center Founder’s Club and serves on the Investment Advisory Committee for Jobs for Maine Graduates. 

He has previously served on the boards of the Mid-Maine Chamber of Commerce, the Belgrade Lakes Association and the Inland Hospital Foundation and was the founder of the Maine Majestix Field Hockey Club in 2006. 

Brian lives on McGrath Pond in Belgrade with his wife Amy and together they have three children Katie, Kristy and Jack and a granddaughter Charlotte. When not working, he enjoys boating, waterskiing, mountain biking and hosting friends and family at the lake in the summer... and skiing, snowshoeing and fat tire biking at their Sugarloaf camp in the winter. 

*FORBES BEST-IN-STATE WEALTH ADVISORS METHODOLOGY 2022-The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
***An award based on membership and contributions to the community and free enterprise system.
**An award based on annual production ranking which is reserved for less than 1% of LPL Financials' 17,000 Financial Advisors.

Bert Languet, CFP®

Vice President




Bert Languet has worked in the field of financial services since 1989, having worked at State Street Bank (Boston), Waddell and Reed (Boston Area), and The Centennial Group (Lansing, Michigan) prior to moving home to Maine in 1996 when Golden Pond opened its doors. He holds a B.A. from Colby College, an M.B.A. from Thomas College and is a Certified Financial Planner Practitioner (CFP®). Bert has been published in the Journal of Financial Planning, Maine Seniors, and wrote a monthly column on Socially Responsible Investing for the former Kennebec Business Monthly. He currently serves as president of the Belgrade Lakes Association and is a past president of the Central Maine Youth Hockey Association and the Augusta Kiwanis Club. He has also served on the boards of the Maine Children’s Home, Waterville Opera House, Kennebec Valley Chamber of Commerce, and Maine Center for Public Interest Reporting. Bert’s favorite volunteer projects have been the playgrounds at the Maine General Medical Center and the Mid-Maine Homeless Shelter. He built and maintained an outdoor ice rink at the Alfond Youth Center for several years and was recognized as the “Outstanding Business Professional” by the Mid-Maine Chamber of Commerce in 2012*and the REM “Volunteer of the Year” for the Alfond Youth Center in 2013.Bert has been and continues to be a key figure in the Maine Pond Hockey Classic which benefits the Alfond Youth Center where he is known as the “Iceman” for building and maintaining the rinks on Messalonskee Lake at the Snow Pond Center for the Arts. Bert and his wife, Sara, have been married since 1993 and have three children: Jose’, Gabriela, and Joshua. In addition to his volunteer activities, he enjoys fly fishing, snowmobiling, ice fishing, and spending time at his camp in Lily Bay on Moosehead Lake and his pontoon boat on Great Pond.

* Awarded to an area business principal or officer who has displayed solid leadership in setting the positive direction of their company, maintaining integrity, professionalism and vision of the region.

Katie Brann, CFP®

LPL Financial Advisor




Katie joined our firm in April 2019. Previously she worked as a Senior Investor Services Representative at Stone Coast Fund Services in Portland, Maine. Katie graduated from Boston University with a B.A. in Political Science and minor in Business Administration. Among her specialties are ESG investing and comprehensive financial planning; she achieved the Certified Financial Planner (CFP®) designation in March 2021. Most recently, Katie has been named to the Mainebiz Nextup: 40 Under 40 list*, which recognizes young business professionals in the state of Maine. She was chair of KV Connect in 2022 and was named Emerging Leader of the Year by Central Maine Growth Council in 2021. She is also the varsity field hockey coach at Messalonskee High School. Katie loves to stay active and enjoys running, yoga and skiing, but is always ready for a relaxing day at the lake! She lives in Sidney with her husband, Zach, their daughter, Charlotte, and goldendoodle, Bodhi.

*This award is based on selections by MaineBiz judges panel from reader nominations. This award is not representative of the views of clients and is not indicative of future performance or services.