Who We AreOur Story
If there is one thing we’ve learned over the course of three generations and almost nine decades in the business, it’s this: trust is earned. Knowing this, we do everything in our power to earn it – and to preserve it. At Means Wealth, we are proud of the role we play in our clients’ lives. While we are dedicated to the work we do as financial advisors – and to the importance of producing meaningful, measurable results – we will continue to listen, to learn, and to act as partners to our clients as they pursue their financial future. Make no mistake: we will never take your trust for granted. And in our unrelenting effort to earn it, we will honor it – in everything we do.
Means Wealth was founded in 1935 by David G. Means, who built our company on an unshakeable foundation of principled patience, honest integrity, and warm, personal service. His philosophy continues to shape our actions today, even as we apply them to modern financial solutions.
In his own words:
One should not overreact to good news or bad news. If you study the management of a company, the industry in which it is a part, historical statistics, use your good common sense and be patient, more times than not you will be bountifully rewarded.
David didn’t only champion time-tested investment strategies, he also focused on the relationships he built with his clients.
The firm is now run by the second and third generation Means family. Paul, David’s son, has 50 years of experience in the industry. Through his leadership, the firm has built upon the reputation David formed and has grown immensely since he became President in 1986. Today, our firm is led by a third generation Means, Zach, who is our President. Means Wealth now has four locations, two in Maine and two in South Carolina. Paul’s youngest son, Alex, leads the South Carolina division.
In addition to Paul, Zach, and Alex, the Means Wealth team includes numerous experienced individuals here to serve you. Our team believes in making every client feel understood and appreciated. Our clients are never a number. They’re caring parents, accomplished business owners, community leaders, and lifelong friends.
Our services are provided in a fee-based advisory format, where the individuals and organizations we work with are invested alongside us. This ensures that we are on the same side of the table and our goals are aligned. No product. No profit or production goals…just our clients’ best interests at heart.