Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. In Maine, the rugged natural beauty of our lakes, mountains and coast is complemented by the core values of our people- honesty, hard work and independence.
You have worked hard to accumulate your nest egg and deserve a disciplined approach to grow and protect it. Our unyielding focus is on you and your family. Rooted in sophisticated strategies, our steadfast approach can be your guide when faced with important financial decisions during times of emotional stress and market fluctuation.
You have worked hard to accumulate your nest egg and deserve a disciplined approach to grow and protect it. Our unyielding focus is on you and your family. Rooted in sophisticated strategies, our steadfast approach can be your guide when faced with important financial decisions during times of emotional stress and market fluctuation.
Services
Brian is the founder and managing principal of Golden Pond Wealth Management. A graduate of Thomas College, he has been a financial advisor since 1989 and has been a CFP(R) (Certified Financial Planner) since 1996. Brian specializes in retirement planning and comprehensive wealth management for affluent families and individuals and investment/endowment management services for many of Central Maine's non-profit institutions.
By merging these two companies, the founders of LPL sought to create a trusted alternative to Wall Street firms, one in which financial advisors could build highly competitive businesses while always doing what is right for their clients. Today, we are the largest independent broker/dealer in the country* supporting more than 16,000 financial advisors.
Mother's Day 2021: is the first for these central Maine mothers, who experienced challenges and rewards during this unprecedented times. We are proud to share that our founder and managing director, Brian Bernatchez, CFP, has been named to the Forbes Best-In-State Wealth Advisors list.
Although Forbes recognizes the individual financial advisor, being named to the list for the second consecutive year is a testament to the achievements of our entire team, and most importantly, the relationships we have with you.Holly Caron, a longtime customer service associate at Golden Pond Wealth Management, is the 2017 recipient of the Mid-Maine Chamber of Commerce Customer Service Stardom Award.
Although Forbes recognizes the individual financial advisor, being named to the list for the second consecutive year is a testament to the achievements of our entire team, and most importantly, the relationships we have with you.Holly Caron, a longtime customer service associate at Golden Pond Wealth Management, is the 2017 recipient of the Mid-Maine Chamber of Commerce Customer Service Stardom Award.
It is our great privilege and responsibility to invest in and partner with worthy organizations making a difference in our community by donating at least 10% of our profits annually to local charities and nonprofit organizations. Below are just a few of the groups that we support and some of the events we sponsor.
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