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Financial Advisors in AUGUSTA, MAINE
Augusta, ME
If you're looking for a financial advisor in the Augusta area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.

AUGUSTA WEALTH MANAGEMENT TEAM
CLIENT SUPPORT TEAM
Maranda Marsh Barrera
Client Relationship Manager
Geniffer Takacs, CFA
Associate Director, Investments
Jaymz McStowe, CFP®
Senior Financial Planner
Elena Lesnykh
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.

Augusta, ME 04330



WE KEEP YOU INFORMED
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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