WATERVILLE, MAINE - April 20, 2023 - Golden Pond Wealth Management’s founder and managing director, Brian Bernatchez, CFP®, was recently named to Forbes' Best-In-State Wealth Advisors list for the fourth consecutive year.
“According to Forbes, the annual list spotlights the nation’s top performing advisors, who are nominated by their affiliated firm and evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience, revenue trends, a review of compliance records and a focus on those that encompass best practices in service to their clients.
“Although Forbes recognizes the individual advisor, being included in the Forbes Best-In-State Wealth Advisors list with a top 4 ranking for Maine is a reflection of our entire team, our clients, and their continued confidence in and support of our efforts to grow and protect their wealth,” said Brian Bernatchez, CFP®.
Golden Pond Wealth Management is based in Waterville, Maine. They provide retirement planning and comprehensive wealth management to individuals and families, and investment & endowment management to non-profit institutions.
Brian Bernatchez is an independent financial advisor affiliated with LPL financial, the nation's largest independent broker-dealer* and a leader in the retail finance market, providing resources, tools and technology that support advisors in their work to enrich their client's financial lives.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC
*Based on total revenues, Financial Planning magazine, June 1996-2022
LPL Financial, Forbes magazine and Golden Pond Wealth Management are all separate entities. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.