Means Wealth Management

Financial ServicesMaine, United States11-50 Employees

Means Wealth Management is a financial services firm registered as an investment adviser with a fiduciary duty to act in its clients' best interests. For individual investors, the firm blends financial planning with full-service investment portfolio management, aligning investment decisions with an overall financial plan. It also works with businesses, non-profits, and endowments to establish and monitor an Investment Policy that reflects the organization's goals and ensures assets are managed accordingly.

Founded in 1935 and based in Bangor, Maine, the firm serves clients nationwide from offices in Maine and South Carolina, and operates as a small to mid-sized practice. In 2022, Means Wealth Management announced the addition of a Senior Vice President and Financial Advisor, signaling leadership expansion.

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