Portland, Maine, United States
As a trusted financial advisor and fiduciary to successful entrepreneurs, business owners, and multi-generational families for over 25 years, I help individuals and families navigate and manage their investments, make plans for education, retirement, and the next generation. I work closely with clients managing risk, communicating often, and keeping plans on track. Bradley, Foster & Sargent is an investment advisory firm providing high-quality, customized investment management to individuals, families, and institutions. Since our founding in 1994, we have been employee owned and managed. We serve clients throughout the country – in almost all of the 50 states. Our primary objective is to help our clients preserve capital in times of economic adversity and create wealth in more buoyant times. We strive to serve our clients well through trusted, long-term relationships distinguished by the highest ethical and professional standards. These values are an important reason for the growth and success of the firm since its founding.