Brian Bernatchez, CFP®

Brian Bernatchez, CFP®

Managing Director

Financial Disclosure Brochure

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 and Good Will Hinckley. 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.