A complete list of active advisors currently associated with Penobscot Financial Advisors
Warmer can help you find a great advisor at Penobscot Financial Advisors or one who fits your needs even better.
Penobscot Financial Advisors is an SEC‑registered investment adviser that provides wealth management, discretionary portfolio management, comprehensive financial planning, and retirement‑plan advisory (including 3(21) services) to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and retirement plans. The firm manages approximately $544 million in discretionary assets for about 562 clients and operates with a team of eight advisors; it also offers a one‑time limited financial plan for University of Maine employees for a $100 fee. The firm uses a mix of fundamental, technical, cyclical, behavioral and charting analysis to construct customized, typically long‑term portfolios composed of mutual funds, closed‑end funds, hedge funds, ETFs and, when appropriate, individual stocks, bonds or options, with continuous monitoring and at‑least‑annual reviews. Financial planning is offered both as an ongoing annual retainer and on an ad‑hoc basis, and Penobscot combines advisory and transaction costs into a single asset‑based wealth‑management fee while acting as sponsor and portfolio manager of its own Wrap Fee Program. Several operational features are distinctive: Penobscot sponsors its own wrap‑fee program and states it will cover transaction costs incurred by its discretionary trading (rebating management fees when custodians do not permit direct reimbursement), and its retirement‑plan work includes participant enrollment and education tracking and other plan‑sponsor services. The firm’s advisory team includes multiple CERTIFIED FINANCIAL PLANNER™ professionals and other charterholders (CFA, CAIA), and its financial‑planning practice operates an annual retainer with a waitlist that requires a one‑month fee deposit to reserve a spot.
To learn more about the advisors currently working at Penobscot Financial Advisors, 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.
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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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