Since 1935, Means Wealth Management has helped families and businesses with their retirement planning and wealth management needs. As a Registered Investment Advisor, we have a fiduciary duty to always act in our clients’ best interest. For individual investors, we believe that your overall financial plan should dictate the way you invest. That’s why our wealth management services incorporate our financial planning services with full-service investment portfolio management. For those responsible for managing the assets of a business, non-profit, or endowment, we partner with you to ensure an appropriate Investment Policy is in place and that assets are managed in accordance with that policy and your institution’s goals. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Means Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Collaborating with our partners, our innovative and old fashioned capabilities result in a portfolio custom tailored to your goals and priorities. As an independent firm owned by the advisors, decisions are made based on your needs rather than any corporate or Wall Street bottom line. Our focus on serving a select group of clients results in you receiving a higher level of communication and personalized attention. Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC sipc.org and finra.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Golden Pond Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Harborview Advisors is a Maine based wealth management firm serving clients throughout Maine and throughout the US. We offer both financial planning and investment management services. “To view our firm’s full disclosures, please visit: www.wealthshieldpartners.com/social-media-disclosure” https://wealthshieldpartners.com/social-media-disclosure

Specializes in Operations Support Services for BerryDunn Wealth Management.Jess joined the client services team in October of 2007 as a Paraprofessional and works closely with the other members of BerryDunn Wealth Management to set up and maintain our clients’ financial and investment plans in a timely and seamless fashion. Jess’s position allows her to work closely with each of our clients. Her attention to detail and follow-through ensures that our clients’ investment accounts and financial plans continue to run smoothly and that all clients’ needs are met promptly. Jess holds her FINRA Series 6 Registration through Commonwealth Financial Network.Experience Highlights:• Client Services for both individual financial planning clients and retirement plans • Client support for all insurance services• Data coordination and input for investment analysis and portfolio reviews• Oversees maintenance and functionality of client information databaseSecurities offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org.This communication is strictly intended for individuals residing in the state of ME. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.BerryDunn Wealth Management 100 Middle Street, Portland, ME 04101. (207) 541-2200 Please review our Terms of Use here: www.commonwealth.com/termsofuse

For nearly three decades my team and I have provided robust financial plans and diverse investment management to our clients. Continuing to grow and learn with the industry while providing high quality service to our clients and being a valuable resource is our ultimate goal.

Clean Yield is an SEC-registered investment advisory firm working exclusively with social investors. Since our founding in 1984, our goal has been to invest to promote a sustainable society while achieving competitive financial returns. Our hallmark is working closely with our clients to ensure that we are responsive to their unique financial requirements and personal values.

We provide comprehensive investment management services to individuals, corporations, and non-profits with personalized care and a cost-effective approach. Our knowledge and experience provides our clients the edge they need to achieve their financial goals.

Affinity Investment Group, LLC is a U.S. Securities & Exchange Commission registered investment advisor. If you would like a copy of our current brochure and supplement please contact the office. Please visit our website for additional disclosure. https://www.affinityinvestmentgroup.com/disclosure Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate, investment, and planning techniques in order to provide you with the best financial advice for your particular situation.

For over 20 years, Seascape Capital Management has made it its mission to enrich the lives of our clients by helping them manage the complexities of their wealth with discretion and accountability. Deeply engaged and with genuine compassion, our team partners with clients and their loved ones to enable a better “return on life”. We are immensely proud to have earned the trust of multiple generations of the families we serve. Seascape Capital Management is an independent, boutique wealth management firm that specializes in working with high-net-worth individuals, families, and businesses to understand their priorities and achieve their financial goals. Often, in the process of getting to know our clients, we uncover very complex wealth management needs and we work with our clients to ascertain the planning of those needs. Then we develop personalized financial plans and a customized strategy with the goal of transforming those opportunities into increased wealth. As part of our comprehensive wealth management we provide: • Financial Planning • Investment Management • Retirement Planning • Tax and Estate Planning • Business Owner Strategies • Divorce Financial Analysis Disclaimer: This company profile does not provide investment advice, nor does it contain an offer to provide investment advice.

Robbins Farley is a forward-thinking wealth management firm based in Manchester, New Hampshire. We are passionate about helping individuals and families achieve their financial objectives. Our team of professionals help you create a wealth management plan, using our personalized formula of Investment Consulting, Advanced Planning, and Relationship Management. We provide knowledge and insights to help promote positive financial behaviors and outcomes. Robbins Farley is structured around the fundamentals of Direct Access, Team Approach, Client Education, and Transparency. We combine our years of experience and multi-generational perspectives in order to form long-term relationships that encourage communication and education. Our goal is to make a positive impact in the lives of each client with whom we work.

A fee-only wealth management firm providing a holistic approach for high net worth families. Institutional level asset management tailored specifically to each client relationship. We coordinate our services with our client's other key professionals to ensure all tax and estate considerations have been addressed.

At AFGAS, our mission is to empower our clients in achieving what truly matters to them. We foster enduring relationships by prioritizing our clients' interests above all else. Through our holistic and consultative approach, we assist our clients in safeguarding and expanding their wealth, allowing them and their loved ones to focus on what matters most to them in life. We believe that success lies in the lasting connections we build and the positive impact we make in the lives of our clients. By offering tailored solutions and unwavering support, we strive to be the trusted partner our clients can rely on for a lifetime, enabling them to pursue their dreams and create a meaningful legacy. With offices in Virginia and North Carolina, we work with wealth management clients across the U.S. Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), Member FINRA/SIPC. Advisory services offered through appropriately registered Investment Adviser Representatives (“IARs”) of Allegiance Financial Group Advisory Services, LLC (AFGAS). AFGAS is unaffiliated with SFA. Supervising office: 678.954.4000. Investments in securities involve risk, including the potential loss of principal invested. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.