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.

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.

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.