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.

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.

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.

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.

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.

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.

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.