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Patricia B

Series 63, Series 65

Falmouth, ME

Maine Advisory Associates

Patricia Barnes is a financial advisor with Maine Advisory Associates in Falmouth, ME, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Maine Advisory Associates and its predecessor entities since 2006. Maine Advisory Associates serves individual clients, trusts, estates, charitable organizations, and business entities with discretionary asset management and standalone financial consulting. The firm emphasizes personalized account supervision and a long-term, low-turnover investment approach using fundamental and technical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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Kimberly V

Series 65

Falmouth, ME

Maine Advisory Associates

Kimberly Volk is a financial advisor with Maine Advisory Associates and holds a Series 65 designation. She has 12 years of industry experience, including roles at Aurora Financial Group and her own firm, Volk Financial LLC. Ms. Volk serves on the board of directors and as treasurer for the nonprofit Maine Jewish Film Festival. Maine Advisory Associates provides discretionary asset management and financial consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes personalized account supervision and employs a long-term, low-turnover investment approach using individual stocks and bonds, ETFs, and mutual funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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Michelle L

CFP®, Series 65

Falmouth, ME

Maine Advisory Associates

Michelle Lamb is a CFP® with eight years of industry experience, currently advising at Maine Advisory Associates since 2020. Her prior roles include positions at Cornerstone Financial Planning, LLC and Aurora Financial Group, LLC. Maine Advisory Associates serves individual clients, trusts, estates, charitable organizations, and business entities with discretionary asset management and standalone financial consulting. The firm offers tailored portfolios across various asset classes and focuses on long-term, low-turnover management with personalized account supervision.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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