Birchbrook is a reputable investment advisory firm based in Bangor, ME, dedicated to providing personalized financial guidance and investment solutions. With a single office, the firm houses a team of seven highly skilled professionals, of which six specialize in offering expert investment advisory services. Demonstrating their expertise, each investment advisor manages an average of approximately $35,610,000 in assets under management. Birchbrook's compensation structure is flexible and diverse, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. While their asset portfolio is composed of less than 30% from 401K and individual accounts, the firm possesses the capability to manage employer funds. An impressive 99% of the assets under Birchbrook's management are discretionary, highlighting their trust and expertise in making investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Birchbrook effectively manages over 180 individual client accounts, totaling a substantial $213,652,000 in assets under management. The firm takes pride in the long-term commitment of its advisors, with Lucie Estabrook, Jean Deighan, and Jenifer Butler being some of the most tenured and experienced professionals at the company. Birchbrook's dedication to providing comprehensive and personalized investment advisory services has earned them a stellar reputation in the Bangor, ME area. With their expertise, commitment, and strong track record, clients can trust Birchbrook to navigate the complexities of the financial markets and help them achieve their investment goals.

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.