Press

We are proud to share that our founder and managing director, Brian Bernatchez, CFP, has been named to the Forbes Best-In-State Wealth Advisors list. Although Forbes recognizes the individual financial advisor, being named to the list for the third consecutive year is a testament to the achievements of our entire team, and most importantly, the relationships we have with you.

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: client retention, 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.

We are proud to share the news that Katie Brann, CFP® has been named to the 2022 Mainebiz 40 under 40 list. This award recognizes dynamic young business and community leaders who are leading the way to shape Maine's future economy. We are grateful that she is a vital member of our team helping to shape your financial future.

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.

We are proud to share that our founder and managing director, Brian Bernatchez, CFP, has been named to the Forbes Best-In-State Wealth Advisors list. Although Forbes recognizes the individual financial advisor, being named to the list for the third consecutive year is a testament to the achievements of our entire team, and most importantly, the relationships we have with you.

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: client retention, 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.

Central Maine Growth Council and KV Connect are pleased to present their 2021 Emerging Leader of the Year Award to Mrs. Katie Brann

Banking isn't the only career path for people with an interest in financial services. Wealth business offers wealth of opportunities

Mother's Day 2021: is the first for these central Maine mothers, who experienced challenges and rewards during this unprecedented times. 

The CFP® designation identifies those advisors who have met the rigorous experience and ethical requirements of the CFP® Board

Picture this: Art collectors keep Maine artists, dealers busy during pandemic

We are proud to share that our founder and managing director, Brian Bernatchez, CFP, has been named to the Forbes Best-In-State Wealth Advisors list. Although Forbes recognizes the individual financial advisor, being named to the list for the second consecutive year is a testament to the achievements of our entire team, and most importantly, the relationships we have with you.

"Portfolio shift: More Maine women make their mark in wealth management"

"Waterville wealth firm invokes Buffett playbook in crisis response"

The ‘Iceman’ is a role model of the finest kind

Holly Caron, a longtime customer service associate at Golden Pond Wealth Management, is the 2017 recipient of the Mid-Maine Chamber of Commerce Customer Service Stardom Award.

Banks, wealth management firms gear up for new fiduciary rule

Investors wanting more personalized and local management advice than they can get with large Wall Street firms

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