A complete list of active advisors currently associated with Maine Center for Wealth Management, LLC

Warmer can help you find a great advisor at Maine Center for Wealth Management, LLC or one who fits your needs even better.

The firm provides integrated wealth management and financial planning to individuals, families, trusts, estates and retirement plan clients, managing about $25.4 million for roughly 61 clients as a single-advisor independent RIA. It offers discretionary portfolio management alongside hourly financial planning consultations and coordinates tax, legal, and insurance considerations as part of its service model. Investment decisions emphasize diversification, cost efficiency, and a long-term discipline, with portfolios typically constructed from ETFs, mutual funds and selective individual securities according to each client’s objectives, risk tolerance and time horizon. The firm monitors accounts on an ongoing basis, provides quarterly reporting, and generally acts as a fiduciary when managing client assets. What distinguishes the firm from many peers is that its sole principal also operates a separate law practice focused on estate planning and is a licensed insurance producer; these non-advisory activities are offered separately and generate additional legal fees or insurance commissions. The brochure discloses these dual roles, notes the principal’s limited monthly time spent on those activities, and flags the potential conflicts of interest while stating the firm’s practice of advance disclosure and client choice regarding using those services.

To learn more about the advisors currently working at Maine Center for Wealth Management, LLC, 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.