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Oldfield Wealth Partners

Updated today

Client AUM

$109,966,376

Clients

93

Advisors

4

of 4 employees

About

Oldfield Wealth Partners is an independent wealth management firm based in Bangor, Maine. We provide financial planning and investment management for business owners and high-net-worth families across Maine.

Our team helps clients connect decisions about their investments, retirement, taxes, businesses and legacies. For business owners, that can include planning for a sale or transition and coordinating business wealth with personal financial goals. We build ongoing relationships and tailor each plan to the client’s circumstances, priorities and tolerance for risk.

Client services

Financial planning Portfolio management

Expertise

Wealth management Business exit / sale strategy Business succession planning RSUs / ISOs / NSOs Active portfolio management

Demographic focus

Established Professionals Approaching retirement Retired

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Fee options

AUM

$0 - $999,999: 1.5% $1,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.0% $10,000,000+: Negotiable

Flat

Financial planning fixed fees of $2,500+

Main office

77 Exchange St., Suite 302

Bangor ME 04401

Advisors at this office

4

Most active in

Maine · Texas

Also doing business as

Oldfield Wealth Partners · Oldfield Wealth Partners LLC · Oldfield Wealth Partners, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Alexander B

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

In his role at Oldfield Wealth Partners, Alex works with clients to support the financial planning process and help them make thoughtful decisions about their financial future. He is passionate about helping individuals and families gain clarity and confidence in their financial lives. Alex earned a bachelor’s degree in Business Administration with a concentration in Financial Planning from Liberty University in 2023. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Kingdom Advisor® designation. He joined Oldfield Wealth Partners in 2026. Alex lives in Levant with his wife, Kara, and their dog, Oakley. In his free time he enjoys fishing, playing hockey, and spending time outdoors. He and his wife are proud members of the Rock Church.

Retirement income strategy Social Security optimization Roth conversion strategy General tax planning Active portfolio management Retired Self-Employed Approaching retirement Christian Faith Based Values-based investing Religious/faith focused

Chase G

Series 65

Bangor, ME

Oldfield Wealth Partners

Chase Guerrette is a financial advisor at Oldfield Wealth Partners with four years of industry experience. He holds a Series 65 designation and has previously worked at Ameritas Advisory Services, Thompson Financial Group, and Bangor Savings Bank. Oldfield Wealth Partners is an independent wealth management firm based in Bangor, Maine, serving business owners and high-net-worth families across the state. The firm provides financial planning and investment management tailored to clients’ individual circumstances, including business succession and coordination of personal and business financial goals.

Wealth management Business exit / sale strategy Business succession planning General retirement planning Active portfolio management Self-Employed Retired Doctor or Medical Professional Financial Professional Founder/Business Owner Established Professionals Approaching retirement Retired Career Changers Mid-Career Professionals

Kyle G

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

As a Wealth Planning Advisor at Oldfield Wealth Partners, Kyle works with individuals, families, and business owners to help them make thoughtful financial decisions with clarity and confidence. He believes sound planning starts with understanding what matters most to each client, and that the work is a long-term partnership rooted in trust and a real commitment to helping clients steward what they have built. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and brings a distinctive background to his role. With bachelor’s and master’s degrees in music education and performance, his years as a musician shaped a disciplined, patient approach and a habit of working carefully through complex problems. He enjoys helping clients understand where they stand today and make decisions that fit their goals and values. Kyle lives in Hampden with his wife, Laurin, their son, Nolan, and their dog, Luna. Outside the office, he enjoys time with family, playing trumpet, and serving in his church’s worship ministry.

Early retirement planning Retirement withdrawal strategies Charitable giving tax strategies Wealth management General tax planning Approaching retirement Retired Established Professionals
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Nathan F

Series 66

Bangor, ME

Oldfield Wealth Partners

Nathan Freeman is a financial advisor at Oldfield Wealth Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services and Raymond James Financial Services. Freeman is also involved in real estate development through ownership of a local holding company in Bangor, Maine. Oldfield Wealth Partners is an independent wealth management firm based in Bangor, Maine, serving business owners and high-net-worth families. The firm offers financial planning and investment management, focusing on tailored strategies that integrate clients’ investments, retirement, taxes, businesses, and legacy planning.

Wealth management Business exit / sale strategy Business succession planning RSUs / ISOs / NSOs Active portfolio management Established Professionals Approaching retirement Retired
View complete list of advisors at this firm
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