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Matthew William Mc Eachern

Advisor at Coston, McIsaac & Shea Financial Advisors — Bar Harbor, ME

Updated today

Credentials

Series 65

Experience

3 years

Location

Bar Harbor, ME 04609-1806

Coston, McIsaac & Shea Financial Advisors logo

Coston, McIsaac & Shea Financial Advisors

Team

Total advisors

7

Clients per advisor

179 Very High

Avg AUM per client

$372,344 Very Low

HNW client ratio

19% Low

About

Matthew Mc Eachern is a financial advisor with Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME. He holds a Series 65 designation and has three years of industry experience. Prior to joining the firm, he worked at HMV, LLC for nine years. In addition to his advisory role, Matthew works part-time as a staff accountant at Coston, McIsaac and Shea CPA's. Coston, McIsaac & Shea provides investment management and consulting services primarily to individual and high-net-worth clients, as well as trusts and organizations. The firm emphasizes long-term asset allocation strategies using low-cost mutual funds and select individual stocks, and integrates advisory services with a local CPA practice to offer a combined approach to financial and accounting needs.

Client services

Based on Coston, McIsaac & Shea Financial Advisors

Portfolio management Selection of other advisers Selection of assets held away for 401k

Expertise

Based on Coston, McIsaac & Shea Financial Advisors

Wealth management College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0.00 - $250,000: 1.25% annually $250,000 - $500,000: 1.10% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.90% annually $3,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.70% annually $10,000,000+: 0.60% annually

Other

Account minimum: $250,000 Minimum fee: Minimum account size of $250,000 to open an account for management services; accounts below this minimum are not accepted.

Location

Bar Harbor, ME

38 Rodick Street

Bar Harbor ME 04609

Advisors at this office

7

Most active in

Maine

Work history

3 years of industry experience

Coston and McIsaac CPS's

2022 - Present • 4 years

Bar Harbor, ME

Coston, McIsaac and Shea FA

2022 - 2023 • 1 year

Bar Harbor, ME

HMV, LLC

2013 - 2022 • 9 years

Ellsworth, ME

Disclosures

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

Business activities & affiliations

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Paul P

CFP®, Series 65

Ellsworth, ME

Gibson Financial Solutions, Inc.

Paul Pangburn is a CFP® with 17 years of industry experience and has been with Gibson Financial Solutions, Inc. since 2007. He holds a Series 65 license and operates out of Ellsworth, ME. Gibson Financial Solutions, Inc. is a fee-only advisory firm serving individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a core-satellite investment approach using no-load mutual funds, ETFs, and fixed-income securities, with discretionary management and a focus on integrating financial planning into portfolio oversight.

General retirement planning General tax planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Nicholas S

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Nicholas Shaw is a financial advisor at Coston, McIsaac & Shea Financial Advisors with four years of industry experience. He holds a Series 65 designation and previously worked for six years at Nexcelom Bioscience. Coston, McIsaac & Shea provides discretionary and non-discretionary investment management and consulting primarily to individual and high-net-worth clients, trusts, and organizations. The firm emphasizes long-term, asset-allocation strategies using low-cost mutual funds and select individual stocks, and it operates in close affiliation with an SEC-registered adviser and a local CPA practice.

Wealth management College savings (529s, UTMA, etc.)
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Chester L

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Chester Lloyd is a financial advisor at Coston, McIsaac & Shea Financial Advisors with 23 years of industry experience. He holds the Series 65 designation and has been with affiliated entities of the firm since 2001. Mr. Lloyd is a shareholder and secretary of Coston, McIsaac, and Partners, Inc., where he devotes full time to multiple affiliated entities sharing personnel and facilities. Coston, McIsaac & Shea provides discretionary and non-discretionary investment management and consulting primarily to individual and high-net-worth clients, as well as trusts and organizations. The firm emphasizes long-term, asset-allocation strategies using low-cost mutual funds and select individual stocks, and operates through close affiliations with related SEC-registered advisers and a local CPA practice.

Wealth management College savings (529s, UTMA, etc.)
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Michael M

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Michael Marino is a financial advisor at Coston, McIsaac & Shea Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for Coston and McIsaac CPA and M&M Consulting LLC. Coston, McIsaac & Shea provides discretionary and non-discretionary investment management and consulting primarily to individual and high-net-worth clients, as well as trusts and organizations. The firm emphasizes long-term, asset-allocation strategies using low-cost mutual funds and select individual stocks, tailoring recommendations to clients’ goals and risk tolerance.

Wealth management College savings (529s, UTMA, etc.)
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Ryan W

CFP®, Series 63, Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Ryan Willette is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Coston, McIsaac & Shea Financial Advisors since 2021. He previously worked at Means Wealth Management for five years and is a co-owner of Little Flower Farm LLC, a business specializing in flowers and specialty produce. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering both discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities, combining fundamental and technical analysis while generally avoiding frequent trading, margin, and options.

Wealth management College savings (529s, UTMA, etc.)
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Andrew S

CFP®, Series 63, Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Andrew Shea is a CFP® professional with 23 years of experience in the financial advisory industry. He is currently with Coston, McIsaac & Shea Financial Advisors, where he has worked for 11 years. Prior to that, he spent 16 years at Signator Investors, Inc. Shea serves on the endowment committee of Mt. Desert Island Hospital in Bar Harbor, ME. Coston, McIsaac & Shea provides discretionary and non-discretionary investment management and consulting primarily to individuals, high-net-worth clients, trusts, and organizations. The firm focuses on long-term, asset-allocation strategies using low-cost mutual funds and select individual stocks, tailoring recommendations to client goals and risk tolerance, and operates as a level-fee fiduciary.

Wealth management College savings (529s, UTMA, etc.)
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