Financial Advisors in AUGUSTA, MAINE

Augusta, ME

EP Wealth's Augusta office brings financial planning and investment management services to Maine's capital. Our team offers financial planning, investment management, retirement income planning, estate planning, business solutions, tax planning, trustee services, wealth education opportunities, and other financial guidance tailored specifically to help meet the needs of Mainers. Contact us today to start building your financial future.



Maranda Marsh Barrera
Client Relationship Manager

Geniffer Takacs, CFA
Director of Portfolio Management

Jaymz McStowe, CFP®
Senior Financial Planner

Elena Lesnykh
Senior Client Relationship Associate

Contact Our Augusta Financial Advisors

Our Augusta office invites you to visit and meet our financial advisors to see what our full-service team can provide.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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