Our History

NEW Presque Isle Office

Our Presque Isle office is now open Wednesdays from 9-4 and by appointment!

A Maine Company with Maine Principles

Means Wealth Management is the oldest wealth management and retirement planning firm in Central and Northern Maine. We have been building a strong reputation in Maine since our inception in 1935. We were founded on the four principles of:

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Honesty

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Integrity

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Character

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Customer Service

With these principles, our company can provide a relationship unlike any other in the investment business. We strive to deliver the quality of advice, additional value and superior service that can make a difference both financially and emotionally.

It is our mission to make you feel comfortable while also helping you set and meet reasonable financial goals and objectives. Here at Means Wealth Management, we take the time to get to know you, your family and your aspirations in order to personalize an investment portfolio that's right for you. 

If you are a seasoned investor or just beginning, our goal is to help you reach yours. Whether it's saving for your children's education, maximizing retirement assets or taking that dream vacation, we can help make it happen with a strong wealth management plan.

New Location!

Having operated solely out of the Bangor area for 80 years, we are proud to announce that we have opened a Means Wealth Management office in Presque Isle, Maine! Open on Wednesdays from 9-4 and by appointment, our office is located at 3 Houlton Rd., Suite #1 on the backside of the Chamber of Commerce building.

Our experienced Bangor Financial Advisors will be staffing this office and are eager to serve Northern Maine residents with the same high-quality service we are known for in Bangor. We remain dedicated to providing a full range of top performing, cost effective investment products and services with unparalleled personal customer service to our clients from both locations.

Means Wealth Management is the oldest wealth management and retirement planning firm in Central and Northern Maine. We have been building a strong reputation in Maine since our inception in 1935. We were founded on the four basic qualities of:

M  
Honesty
M  
Integrity
M  
Character
M
 
Customer Service
     

With these principles, our company aims to provide a relationship unlike any other in the investment business. We strive to deliver the quality of advice, additional value and superior service that can make a difference both financially and emotionally.

It is our mission to make you feel comfortable while also helping you set and meet reasonable financial goals and objectives. Here at Means Wealth Management, we take the time to get to know you, your family and your aspirations in order to personalize an investment portfolio that's right for you. 

If you are a seasoned investor or just beginning, our goal is to help you reach yours. Whether it's saving for your children's education, maximizing retirement assets or taking that dream vacation, we can help make it happen with a strong wealth management plan.