Brian is the founder and managing principal of Golden Pond Wealth Management. A graduate of Thomas College, he has been a financial advisor since 1989 and has been a CFP® (Certified Financial Planner™) since 1996. Brian specializes in retirement planning and comprehensive wealth management for affluent families and individuals and investment/endowment management services for many of Central Maine’s non-profit institutions. Most recently, Brian has been named to Forbes 2021 BEST-IN-STATE Wealth Advisors in Maine* for the second consecutive year, he was named the Mid-Maine Chamber of Commerce Business Person of the Year in 2006** and is a member of LPL’s Executive Council***. He currently serves on the Board of Trustees of Thomas College, the Board of Directors of Maine Community Foundation, the Investment Advisory Committee for Jobs for Maine Graduates and is Vice President of the Founders Club at the Alfond Youth & Community Center. Brian has previously served on the boards of the Mid Maine Chamber of Commerce, the Belgrade Lakes Association, the Belgrade Lakes Business Group, the Inland Hospital Foundation, the USA Field Hockey Advisory Club Task Force and is the founder and retired coach of the Maine Majestix Field Hockey Club. Brian is a regular contributor to the Maine Seniors Magazine. Brian lives on McGrath Pond in Belgrade with his wife Amy and together they have three children Katie, Kristy and Jack. Brian enjoys boating, waterskiing and entertaining friends and family at the lake in the summer and skiing, snowmobiling and snowshoeing at their Sugarloaf camp in the winter.
*FORBES BEST-IN-STATE WEALTH ADVISORS METHODOLOGY 2021-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 Financial's 17,000 Financial Advisors.