Means Wealth Management

Means Educational Seminar Offerings

Means Wealth offers fiduciary investment management, tax-aware investing, ESG options, and dedicated portfolio oversight tailored to financial plans.

Means Wealth helps clients develop financial plans addressing retirement, tax strategies, and estate planning using a fiduciary team.

Means Wealth Management provides insights on investing, financial planning, retirement strategies, and wealth management for individuals and families.

Early retirement may lead to increased spending, and the page explains how to manage it intentionally.

Means Wealth Management hires professionals with CFP, CFA, or CPA designations.

Means Wealth Management is a family-owned firm founded in 1935, emphasizing team collaboration and client service.

Alana joined Means Wealth in Greenville, South Carolina, after relocating from Bend, Oregon, with a background in healthcare and education.

Chad Kelley, a Certified Financial Planner, leads financial planning at Means Wealth, developing tailored strategies for clients.

TJ graduated from the University of Maine and has worked in the financial services industry for over a decade. Prior to joining Means, TJ worked for Maine’s largest bank, which gave him extensive experience with payroll and human resources as well as project, financial technology, and customer relationship management. TJ is most at home working … Continued

Founded in 1935, Means Wealth is among Maine's oldest independent investment firms, built on patience, integrity, and personal service.

Means Wealth Management is an independent registered investment advisor (RIA) offering personalized financial planning and investment management since 1935.

As a fiduciary, Means Wealth acts in clients’ best interests when providing investment advisory services.

Means Wealth Management can be contacted through offices in Maine and South Carolina by phone, email, or an online form.

The page answers common questions about Means Wealth Management’s services, wealth planning, investing, retirement, and team.

Since 1935, Means Wealth has helped families and businesses with their wealth management needs.

The Means Wealth Management privacy policy explains how personal information is collected, used, and protected on its website.

The Means Wealth Management Form ADV brochure details investment advisory services, fees, and business practices.

The Means Wealth Management Form CRS summarizes services, fees, conflicts of interest, and investor protections.