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Marcus Edward Harding

Advisor at Stillwater Investing — Veazie, ME Olive Street

Updated today

Credentials

Series 65

Experience

3 years

Location

Veazie, ME 04401

Stillwater Investing logo

Stillwater Investing

Supported

Total advisors

3

Across 3 offices

Clients per advisor

15 Very Low

Avg AUM per client

$40,273 Very Low

HNW client ratio

4% Very Low

About

Marcus Harding is a Series 65-registered financial advisor with Stillwater Investing, bringing three years of industry experience. His background includes three years at the University of Texas School of Law and four years at the University of Maine prior to joining Stillwater. Stillwater Investing provides discretionary investment management and financial planning primarily for individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and managed investment pools. The firm offers customized, low-cost portfolios through its adaptive balanced strategy and operates a proprietary, algorithmic commodities and futures trading program registered with the National Futures Association and CFTC.

Client services

Based on Stillwater Investing

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Stillwater Investing

Active portfolio management Options & derivatives strategies Private / alternative investments

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Fee options

Percentage

$0+: 1.00% annually (Stillwater Adaptive & Balanced Strategy) $0+: 2.00% annually or 50% of trading profits (Stillwater Commodities and Futures Trading Program)

Project-based

$250 per hour for financial planning and financial consulting

Other

Account minimum: $100,000 Fee-only: 1.00% annually for Stillwater Adaptive & Balanced Strategy clients; 2.00% annually or 50% of trading profits for Commodities and Futures Program

Location

See office

Veazie, ME Olive Street

1022 Olive Street

Veazie ME 04401

Advisors at this office

1

Most active in

Maine

Work history

3 years of industry experience

Stillwater Investing

2023 - Present • 3 years

Sunnyvale, CA

University of Texas School of Law

2020 - 2023 • 3 years

Austin, TX

Unemployed

2019 - 2020 • 1 year

Houston, TX

University of Maine

2015 - 2019 • 4 years

Orono, ME

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Alexander B

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

In his role at Oldfield Wealth Partners, Alex works with clients to support the financial planning process and help them make thoughtful decisions about their financial future. He is passionate about helping individuals and families gain clarity and confidence in their financial lives. Alex earned a bachelor’s degree in Business Administration with a concentration in Financial Planning from Liberty University in 2023. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Kingdom Advisor® designation. He joined Oldfield Wealth Partners in 2026. Alex lives in Levant with his wife, Kara, and their dog, Oakley. In his free time he enjoys fishing, playing hockey, and spending time outdoors. He and his wife are proud members of the Rock Church.

Retirement income strategy Social Security optimization Roth conversion strategy General tax planning Active portfolio management Retired Self-Employed Approaching retirement Christian Faith Based Values-based investing Religious/faith focused
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Chase G

Series 65

Bangor, ME

Oldfield Wealth Partners

Chase Guerrette is a financial advisor at Oldfield Wealth Partners with four years of industry experience. He holds a Series 65 designation and has previously worked at Ameritas Advisory Services, Thompson Financial Group, and Bangor Savings Bank. Oldfield Wealth Partners is an independent wealth management firm based in Bangor, Maine, serving business owners and high-net-worth families across the state. The firm provides financial planning and investment management tailored to clients’ individual circumstances, including business succession and coordination of personal and business financial goals.

Wealth management Business exit / sale strategy Business succession planning RSUs / ISOs / NSOs Active portfolio management Established Professionals Approaching retirement Retired

Kyle G

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

As a Wealth Planning Advisor at Oldfield Wealth Partners, Kyle works with individuals, families, and business owners to help them make thoughtful financial decisions with clarity and confidence. He believes sound planning starts with understanding what matters most to each client, and that the work is a long-term partnership rooted in trust and a real commitment to helping clients steward what they have built. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and brings a distinctive background to his role. With bachelor’s and master’s degrees in music education and performance, his years as a musician shaped a disciplined, patient approach and a habit of working carefully through complex problems. He enjoys helping clients understand where they stand today and make decisions that fit their goals and values. Kyle lives in Hampden with his wife, Laurin, their son, Nolan, and their dog, Luna. Outside the office, he enjoys time with family, playing trumpet, and serving in his church’s worship ministry.

Early retirement planning Retirement withdrawal strategies Charitable giving tax strategies Wealth management General tax planning Approaching retirement Retired Established Professionals
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Caleb W

CFP®, Series 66

Bangor, ME

Warren Financial, LLC

Caleb Warren is a CFP® with seven years of industry experience and the principal advisor at Warren Financial, LLC in Bangor, ME. His prior experience includes roles at Ameriprise Financial Services and Raymond James. In addition to his advisory work, he is a licensed insurance agent providing life, disability, and long-term care insurance. Warren Financial serves individuals, high-net-worth clients, and pension or profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm combines fundamental and technical analysis with modern portfolio theory and provides fiduciary and non-fiduciary services to plan sponsors, including ERISA-related consulting.

Options & derivatives strategies Founder/Business Owner
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Lynn T

Series 63, Series 65

Bangor, ME

Thibeau Financial Consulting, LLC

Lynn Thibeau is the sole advisor at Thibeau Financial Consulting, LLC in Bangor, ME, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been self-employed since 2012. Outside of financial advising, she provides private piano instruction and serves on the board of her condominium association. Thibeau Financial Consulting offers personal financial consulting focused on household finances, including budgeting, savings, debt reduction, and financial organization through education and counseling. The firm emphasizes hands-on education to help clients independently manage daily finances, with investment guidance limited to educational recommendations and referrals for comprehensive management.

Debt management Cash flow / budgeting
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David R

Series 63, Series 65

Bangor, ME

Eagle Financial Strategies

David Robbins is a financial advisor at Eagle Financial Strategies with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and American Independent Securities Group, LLC. Robbins is also an independent insurance agent. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm uses a combination of fundamental and technical analysis to tailor asset allocations and manages accounts on a discretionary basis, offering model portfolios and fund-based solutions for smaller accounts.

General retirement planning Wealth management Cash flow / budgeting
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