Scott E. Upham, CIMA®, CPWA®

Maine State Icon Brunswick and Augusta, Maine
Regional Director/Partner
Certified Investment Management Analyst®
Chartered Private Wealth Advisor®
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About Scott

For more than 30 years, Scott has helped both families, non-profit organizations, and other financial advisors make decisions about money. Prior to joining EP Wealth Advisors in 2022, Scott founded Cribstone Capital Advisors in 2012 and over the next ten years, Cribstone matured into one of the fastest growing firms in Maine. Previous roles including serving as Regional Director at Russell Investment Group, Ameriprise Financial Services, Inc, and Putnam Investments. He holds Certified Investment Management Analyst® (CIMA®) and Chartered Private Wealth Advisor® (CPWA®) designations from the Investments & Wealth Institute. Scott finds it immensely gratifying to help empower people to live their best lives. He has been featured in The Wall Street Journal, discussing the challenges families face in managing the dynamics of legacy properties, particularly family camps and cottages. Scott loves to be on the ocean—whether he’s puttering around with his family looking for seals or eagles, hauling his five lobster traps to see what’s at the end of the line, or fishing, any time on the water provides peace. He also enjoys cycling and playing golf, acknowledging that he could be better at both. Scott serves his community as a Trustee and member of the finance committee for Tedford Housing, a Maine-based non-profit that empowers people to move from homelessness to home.

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University of Maine, B.S., Business Administration (Finance)

How can Scott help?


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Scott works in our Brunswick office in Maine, see their office information here.
Brunswick Office

Financial Tip

Pay yourself first and start saving at an early age.