Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Direct booking

firm logo

Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

28 advisors near 04609

Out of 400,000+ nationwide

user avatar
firm logo

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
user avatar
firm logo

Nicholas S

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Nicholas Shaw is a financial advisor at Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME, holding a Series 65 designation with three years of industry experience. Prior to joining the firm, he worked at Nexcelom Bioscience for six years and was a full-time student at the University of New Hampshire. Coston, McIsaac & Shea provides investment management and consulting services primarily to individual clients, emphasizing long-term asset allocation using low-cost mutual funds and select dividend-focused equities. The firm employs both fundamental and technical analysis while generally avoiding frequent trading, margin, and options.

Wealth management College savings (529s, UTMA, etc.)
user avatar
firm logo

Chester L

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Chester Lloyd is a financial advisor with Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME, holding a Series 65 designation and 23 years of industry experience. He has been with affiliated entities Coston, McIsaac, Partners, Inc. and Coston and McIsaac Investment Advisers, LLC since 2001 and serves as a shareholder and secretary of Coston, McIsaac, and Partners, Inc. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering 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, and maintains a multi-disciplinary structure through affiliations with an accounting practice and related registered investment advisers.

Wealth management College savings (529s, UTMA, etc.)
user avatar
firm logo

Michael M

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Michael Marino is a financial advisor at Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME. He holds a Series 65 designation and has been with Coston and McIsaac CPA since 2023, following 12 years at M&M Consulting LLC. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, with additional services for organizations and trusts. The firm focuses on long-term asset allocation using low-cost mutual funds and select dividend-paying equities, employing both fundamental and technical analysis while generally avoiding frequent trading and complex strategies.

Wealth management College savings (529s, UTMA, etc.)
user avatar
firm logo

Matthew M

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Matthew Mc Eachern is a financial advisor at Coston, McIsaac & Shea Financial Advisors with two years of industry experience. He holds a Series 65 credential and has previously worked at HMV, LLC for nine years. Matthew also works part-time as a staff accountant at Coston, McIsaac and Shea CPA’s. Coston, McIsaac & Shea Financial Advisors serves primarily individual clients, offering investment management, retirement planning, and consulting services. The firm focuses on long-term asset allocation using low-cost mutual funds and select dividend-paying equities, combining fundamental and technical analysis while generally avoiding frequent trading.

Wealth management College savings (529s, UTMA, etc.)
user avatar
firm logo

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.)
user avatar
firm logo

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 industry experience, currently serving at Coston, McIsaac & Shea Financial Advisors since 2015. He previously worked with Signator Investors, Inc. since 1999. Shea is a member of the endowment committee at Mt. Desert Island Hospital in Bar Harbor, ME. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, with additional services for organizations and trusts. The firm focuses on long-term asset allocation using low-cost mutual funds and select dividend-paying equities, employing both fundamental and technical analysis while generally avoiding frequent trading, margin, and options.

Wealth management College savings (529s, UTMA, etc.)
user avatar
firm logo

Ronald W

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Ronald Wrobel is a financial advisor at Coston, McIsaac & Shea Financial Advisors with 16 years of industry experience. He holds a Series 65 credential and also serves as a certified public accountant and a 12.5% owner of Coston & McIsaac, CPA’s in Bar Harbor, Maine. His professional activities include providing accounting services and referring clients to investment advisers when appropriate. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering 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 while generally avoiding frequent trading, margin, and options.

Wealth management College savings (529s, UTMA, etc.)
user avatar
firm logo

Robert P

Series 63, Series 65

Ellsworth, ME

Advisory Services Network

Robert Pendergist is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, having worked at firms including Shore Point Advisors, LPL Financial, and Guardian Life Insurance. Outside of his advisory work, he serves as Chairman of the Board for USA Surfing, overseeing regulatory and governance matters. Advisory Services Network supports individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and investment consulting services with a focus on tailored strategies across a broad range of asset classes.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Sonya M

Series 63, Series 65

Ellsworth, ME

OSAIC Institutions, INC.

Sonya Mitchell is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. and Bar Harbor Banking & Trust Company since 2004. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements and access to alternative investments. The firm employs a network of investment adviser representatives who provide both discretionary and non-discretionary solutions, supported by extensive partnerships with banks and credit unions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Ryan B

CFP®, Series 65

Ellsworth, ME

wealth Enhancement Advisory Services, LLC

Ryan Bartlett is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Prior to joining the firm, he worked for 13 years at VanceGray Wealth Management, Inc. Bartlett is a board member of the Husson University Alumni Association in Bangor, ME. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Anna S

Series 63, Series 65

Bar Harbor, ME

Empower Advisory Group

Anna Storey is a financial advisor with Empower Advisory Group in Bar Harbor, ME, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her prior work includes roles at GWFS Equities, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, JP Morgan Chase Bank, JP Morgan Securities, Ann, Inc., and Paws & Dawgs. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Thomas C

CFP®, Series 63, Series 66

Southwest Harbor, ME

Commonwealth Financial Network

Thomas Chester is a CFP® professional with 26 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He is also affiliated with Allen Financial Group. Outside of his financial advisory role, he provides DJ services through a separate business based in Camden, ME. Commonwealth Financial Network supports a national network of advisors by providing advisory programs, technology, and operational support, enabling them to offer a wide range of investment and insurance products to retail and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Dennis K

Series 66

Ellsworth, ME

OSAIC Institutions, INC.

Dennis Kinghorn is a financial advisor at OSAIC Institutions, INC. with 29 years of industry experience. He holds a Series 66 designation and has worked with Infinex Investments, Inc., Bar Harbor Bank & Trust, and LPL Financial. Outside of his advisory role, he is involved in small-scale commercial activities including shellfish sales and blueberry harvesting. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering customized advisory and brokerage services. The firm provides access to alternative investments and lending solutions, with a notable focus on non-discretionary assets and a dual broker-dealer/adviser structure.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Vance G

CFP®, Series 63

Ellsworth, ME

wealth Enhancement Advisory Services, LLC

Vance Gray is a CFP® with 23 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously operated his own firm, Vance Gray Wealth Management, Inc, for 19 years and worked at Graystone Insurance for 11 years. Outside of advisory work, he is involved with a real estate business owning an office building in Bangor, ME. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

J P

CFP®, Series 63

Southwest Harbor, ME

Commonwealth Financial Network

J Pierce is a CFP®-certified financial advisor with 30 years of industry experience, currently affiliated with Commonwealth Financial Network and Allen Financial Group since 2001. He serves as president and owner of Allen Agency Inc., a private entity operating securities and insurance business activities. Additionally, he is an advisory board member of Sebago Technics. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while offering diverse investment solutions including discretionary model portfolios and personalized indexing options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Andrew L

CFP®, Series 65

Ellsworth, ME

wealth Enhancement Advisory Services, LLC

Andrew Laslie is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at VanceGray Wealth Management, Inc. Outside of his advisory role, he serves as a court-appointed conservator and volunteers on the advisory committee for the Blue Hill YMCA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Amanda R

Series 66

Ellsworth, ME

OSAIC Institutions, INC.

Amanda Robbins is a financial advisor at OSAIC Institutions, INC. with 11 years of industry experience. She holds a Series 66 designation and has been with Bar Harbor Bank & Trust/Financial Services since 2013. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments via the CAIS platform. The firm’s approach includes both advisory and brokerage solutions delivered primarily through a network of investment adviser representatives, with a notable emphasis on non-discretionary assets.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Jennifer S

Series 66

Ellsworth, ME

Ameriprise

Jennifer Saunders is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. She previously worked at Infinex Investments and Bar Harbor Bank & Trust. Outside of finance, she co-owns Saunders Marine Services, a boat construction business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, probabilistic modeling, and tax-efficient strategies to create tailored recommendation reports delivered in partnership with its financial advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Ryan W

Series 66

Ellsworth, ME

LPL Financial

Ryan Willette is a financial advisor with LPL Financial in Bucksport, ME, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morgan Stanley, Key Investment Services LLC, and KeyBank. He is also involved with JAC Enterprises in a fiduciary capacity outside of his primary advisory work. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and delivers customized investment solutions through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
firm logo

Elise F

Series 66

Bar Harbor, ME

Edward Jones

Elise Frank is a Series 66-licensed financial advisor with Edward Jones in Bar Harbor, ME, where she has worked since 2015. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning ESG / Sustainable investing Wealth management General estate planning guidance Retired Founder/Business Owner Executive Women's Finance Women Professionals
firm logo

Jerry T

Series 66

Ellsworth, ME

Edward Jones

Jerry Troger is a Series 66 licensed financial advisor with Edward Jones, based in Ellsworth, ME, and has 16 years of industry experience. He has been with Edward Jones since 2009. Troger serves as a board member and chairs the investment committee of the Ellsworth High School Alumni Association, overseeing its endowment fund held at Acadia Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a network of over 23,000 advisors nationwide. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Lawrence E

Series 63, Series 65

Southwest Harbour, ME

Merrill

Lawrence Eaton is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, leveraging his expertise to assist with investment strategies and wealth management. He holds the professional designation of Personal Investment Advisor (PIA), which supports his capabilities in delivering personalized financial guidance. Lawrence earned his Bachelor's Degree from Florida Atlantic University.

Wealth management Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Jaime T

Series 66

Lamoine, ME

LPL Enterprise

Jaime Torres is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Cetera, Edward Jones, and Morgan Stanley. Outside of advisory work, he provides servicing on client insurance policies through Fidelity & Guaranty Insurance. LPL Enterprise offers advisory services to a broad client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm emphasizes model portfolio-based investment advice supported by LPL’s Research Department and third-party strategists, along with access to a range of asset management programs and financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

George J

Series 63, Series 65

Bar Harbor, ME

Mass Mutual Investors Services

George Jellison Jr. is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Company and MML Investors Services since 2006. In addition to his advisory role, he owns a seasonal commercial fishing business. MML Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning and a range of investment programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Paul C

CFP®, Series 63

Bar Harbor, ME

Coston and McIsaac Investment Advisers, LLC

Paul Coston is a CFP® with 23 years of experience in the financial services industry. He is a principal at Coston and McIsaac Investment Advisers, LLC and has been involved in related entities, including Coston & McIsaac CPAs since 1987 and Coston, McIsaac, and Partners, Inc. since 2015. Outside of his advisory and accounting roles, he is a co-owner and treasurer of Strawberry Hill Inc., a motel business. Coston and McIsaac Investment Advisers, LLC refers clients to third-party independent managers and wrap-fee programs, serving individuals, retirement accounts, organizations, and trusts. The firm operates through a solicitor-only model, coordinating closely with affiliated accounting practices to provide integrated investment referrals and tax consulting services.

user avatar

Maurice M

Series 65

Bar Harbor, ME

Coston and McIsaac Investment Advisers, LLC

Maurice McIsaac is a Series 65 licensed financial advisor with 23 years of industry experience. He has worked at Coston and McIsaac Investment Advisers, LLC since 2001 and at Coston, McIsaac and Partners, Inc. since 2015. McIsaac also provides consulting services for Coston & McIsaac, CPA's, an accounting firm in Bar Harbor, Maine, and refers consulting clients to investment advisers when appropriate. Coston and McIsaac Investment Advisers, LLC serves individuals, retirement accounts, organizations, and trusts by referring clients to third-party independent managers and wrap-fee programs. The firm operates with a solicitor-only structure, integrating accounting services with investment referrals and maintaining ongoing coordination with independent managers.

user avatar

Patricia P

Series 65

Bar Harbor, ME

Coston and McIsaac Investment Advisers, LLC

Patricia Pottle is a financial advisor with Coston, McIsaac & Shea Financial Advisors in Bar Harbor, Maine, holding a Series 65 credential and 19 years of industry experience. She also serves as a certified public accountant and a 12.5% owner of Coston & McIsaac, CPA’s, an accounting firm affiliated with her advisory practice. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, employing a long-term asset allocation strategy with an emphasis on low-cost mutual funds and dividend-focused equities. The firm maintains a multidisciplinary structure through affiliations with an accounting practice and an affiliated registered investment adviser.

Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")