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Our Story

A Client-First Philosophy

Our approach is “personal, not programmable.” We begin with a personal meeting so we can get to know you, your family, and your vision, goals, and dreams.

A Focus on You

We believe that planning is important, but partnerships are paramount. Rather than following the sales-driven demands of a corporate office, we report to one person alone: you. When providing investment advice, we remain transparent and objective in every way: from fees and costs to investment selection, financial strategies, and every aspect of our relationship with you.

Helping You
Make It Possible

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Who We Are

Our Story

Our Team

How We Help

Our Services

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Financial Guidance

Market News

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Compass Investment Management Offices: Lewiston, ME 207.782.1235 | Bangor, ME 207.942.0242

    This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, FL, GA, HI, IN, MA, MD, ME, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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