Vancegray Wealth Management, Inc. is a small investment advisory firm based out of Bangor, ME, with two offices. With a total of 11 employees, three of whom specialize in providing investment advisory services, Vancegray Wealth Management, Inc. offers personalized financial guidance to their clients. The firm boasts an average of approximately $84,200,000 in assets under management per investment advisor, which aligns with the industry average. Vancegray Wealth Management, Inc. employs a diverse compensation structure that includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. Notably, around half of their assets under management are sourced from employer 401Ks and individual clients, showcasing the firm's expertise and experience in this particular domain. An impressive 98% of the assets they manage are handled on a discretionary basis, further underscoring their commitment to providing comprehensive wealth management solutions. In addition to their investment advisory services, Vancegray Wealth Management, Inc. extends their expertise in accounting by offering services typically associated with an accountant or accounting firm. With a substantial client base, the firm serves over 800 individual clients, overseeing more than $252,609,000 in assets under management. Vancegray Wealth Management, Inc. prides itself on the experience and knowledge of its advisors. Among the firm's longest-tenured advisors are Andrew Laslie, Ryan Bartlett, and Vance Gray. Their combined expertise contributes to the firm's strong reputation and ability to deliver tailored financial solutions to their discerning clientele.

Choice Wealth Advisors LLC is a small investment advisory firm headquartered in Waterville, ME, with one office. With a team of four dedicated professionals, including three investment advisors, they provide comprehensive financial guidance and investment management services. The firm boasts an impressive average of approximately $56,380,000 in assets under management per investment advisor, aligning closely with the industry average. Choice Wealth Advisors LLC caters to a diverse clientele, serving over 540 individual clients. Their assets under management exceed $220,412,000, demonstrating the trust and confidence clients place in their expertise. Notably, they possess extensive experience managing employer 401Ks and individual accounts, accounting for nearly half of their assets under management. This specialization in the retirement and individual investment space positions them favorably among their peers. The firm's compensation structure offers flexibility, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients receive personalized and transparent services tailored to their specific needs. Choice Wealth Advisors LLC distinguishes itself by providing discretionary management for all the assets they oversee. This discretionary approach allows the firm's expert advisors to make informed decisions aligned with their clients' goals and risk tolerance. With a commitment to delivering exceptional financial advice and maintaining long-term client relationships, Choice Wealth Advisors LLC continues to serve the Waterville community and beyond, supporting individuals and businesses in achieving their financial aspirations.

Means Wealth Management, a local investment advisory firm headquartered in Bangor, ME, boasts an impressive presence with five offices strategically located across the region. With a dedicated team of 19 professionals, 11 of whom specialize in providing top-notch investment advisory services, the firm upholds a commitment to delivering exceptional financial guidance to its clients. With an average of approximately $67,620,000 in assets under management per investment advisor, Means Wealth Management maintains a competitive standing within the industry. Their compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring flexibility and alignment with client needs. While 401K and individual accounts represent a portion of their managed assets, they possess the expertise and capability to effectively oversee employer funds. Impressively, a substantial 89% of the assets they manage are discretionary, exemplifying the trust placed in their professional judgment. Means Wealth Management primarily serves high net worth individuals, as evidenced by their extensive portfolio of over 870 individual clients, totaling an impressive $743,799,000 in assets under management. The firm takes pride in the extensive experience of their advisors, with notable names such as Zachary Means, John Dudley, and Paul Means, who have demonstrated long-standing dedication and commitment to their clients' financial success. With a solid track record of excellence, Means Wealth Management continues to provide comprehensive investment advisory services, securing the financial futures of their valued clients in Bangor, ME, and beyond.