A complete list of active advisors currently associated with August Wealth Management
Warmer can help you find a great advisor at August Wealth Management or one who fits your needs even better.
August Wealth Management serves individuals, trusts, estates, charitable organizations, corporations and other business entities, providing discretionary portfolio management alongside comprehensive financial planning that covers retirement, estate, tax, cash‑flow and education planning. Engagements may be ongoing asset management or limited to hourly or special‑project planning, and the firm also offers educational presentations tailored to client audiences. The firm uses a blend of fundamental, technical and cyclical analysis to inform security selection and typically manages accounts on a discretionary, long‑term basis while avoiding highly active trading. August Wealth emphasizes a thorough data‑gathering intake and periodic reviews to build personalized plans that emphasize capital preservation and appropriate growth for each client’s objectives. Notably for a solo independent adviser, the firm accepts institutional clients and explicitly lists charitable organizations and other business entities among its client types, identifying nonprofit work as a core area of focus. The principal holds CFP and CDFA credentials and has experience in nonprofit treasury roles, and the firm states a willingness to work with a broad range of client demographics, including early‑career couples and those approaching retirement, without imposing an account minimum.
To learn more about the advisors currently working at August Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Portland, ME
| 19
|
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