A complete list of active advisors currently associated with Oldfield Wealth Partners
Warmer can help you find a great advisor at Oldfield Wealth Partners or one who fits your needs even better.
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.
To learn more about the advisors currently working at Oldfield Wealth Partners, 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 |
|---|---|---|
Bangor, ME
| 3
| |
Bangor, ME
| 21
| |
Bangor, ME
| 1
| |
Bangor, ME
| 4
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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