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.

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.

Outfitter Financial, based out of Brunswick, ME, is a small investment advisory firm with a strong reputation for providing exceptional financial services. With a total of 3 employees, including 2 highly experienced investment advisors, Outfitter Financial offers personalized and comprehensive guidance to its clientele. The firm boasts an impressive average of approximately $249,860,000 in assets under management per investment advisor, significantly surpassing the industry average. This success can be attributed to their client-centered approach and dedication to achieving optimal financial outcomes. Outfitter Financial's compensation structure is designed to align the interests of the firm and its clients. It includes various types of fees, such as a percentage of assets under management, fixed fees, and performance-based fees. This flexible arrangement ensures transparency and fosters a strong sense of trust between the firm and its clients. With over 20 individual clients, Outfitter Financial manages an impressive portfolio of over $139,421,000 in assets. The majority of these assets belong to high-net-worth individuals who trust the firm's expertise and proven track record. The firm specializes in discretionary asset management, with 95% of the assets they handle falling under this category. This reflects their ability to make informed investment decisions on behalf of their clients, allowing them to navigate the complex financial landscape with confidence. Outfitter Financial maintains two offices, providing convenient access to their exceptional services. David Kenkel and Michael Brazinsky, two of the firm's longest-tenured registered advisors, bring a wealth of knowledge and experience to the table, ensuring that clients receive the highest level of expertise and guidance.

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.

J.M. Arbour, LLC, a trusted local investment advisory firm, is headquartered in Hallowell, ME, operating from two offices. With a team of eight employees, including six dedicated investment advisors, they provide comprehensive financial guidance to their extensive clientele. Their average of approximately $15,490,000 in assets under management per advisor demonstrates their ability to effectively manage client portfolios. J.M. Arbour offers a range of compensation structures, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in client relationships. Approximately half of their assets under management originate from employer 401K plans or individual accounts, reflecting their strong expertise and experience in this space. With 95% of their managed assets being discretionary, J.M. Arbour exercises full authority in investment decision-making on behalf of their clients. Catering to over 390 individual clients, J.M. Arbour oversees more than $92,942,000 in assets under management. The firm's success is bolstered by the expertise of their longest-tenured advisors, including James Lowell, John Keizer, and John Fitzpatrick, who bring extensive industry knowledge and experience to the firm. Clients can trust J.M. Arbour to provide personalized and strategic financial advice, guiding them towards achieving their financial goals. With a strong presence in the local community, J.M. Arbour is committed to delivering reliable and tailored investment solutions to their valued clients.