Find Top Financial Advisors in Harpswell, Maine

"The best time to plant a tree was 20 years ago, but the second-best time is today." These words and the lessons my father taught me over the years instilled in me a planner's mindset and a passion for educating others. The old saying "an ounce of prevention is worth a pound of cure" is true in financial planning as well. My clients want a coach who can help them sort through the abundance of information available today while teaching them how to achieve their goals. As a father, I think a lot about the future of my two sons and want our financial resources to be a positive influence. As a husband, I want the security of knowing that my wife will be financially secure if the unexpected ever happens to me. My clients feel the same way. That's why I help families to save more, identify growth opportunities, protect what they've grown, and efficiently transfer their wealth to the next generation. I want my clients to live the life they love. Over the last several years, building my practice, I have felt the struggles and the pride of creating something of value, which is why I help business owners with strategies to get the most out of their business while managing their risk. When you decide to work with our practice, we start by understanding what is most important to you. Then our established process is used to build personalized strategies that fit your needs to help you achieve your financial goals. Lastly, we partner with you for the rest of your life to keep you on track. When I meet with clients, I want them to leave feeling understood, informed, in control and secure - with confidence in their future so they can focus their time enjoying what is important to them today. Outside of this important work, you can find me playing drums, reading a good spy book, playing fetch with our dog Seamus, or enjoying the Maine outdoors. Most often though, I'm with my family: at the playground, at a hockey rink or ball field, or at the beach and being the best father and husband I can be.

Objective Financial Planning for the Future You Envision

Our commitment to every relationship is why we believe our clients entrust us to guide their financial lives and recommend us to their families and friends to do the same for them.