WATERVILLE, MAINE - February 22, 2021 - Golden Pond's founder and managing director, Brian Bernatchez, CFP , was recently named to Forbes' Best-In-State Wealth Advisors list for the second consecutive year.
According to Forbes, the annual list spotlights the nation's top-performing advisors, evaluated based on a methodology developed by SHOOK Research and nominated by their affiliated firm. 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.
“On behalf of LPL Financial, we congratulate Golden Pond for being recognized on this year’s Forbes Best-in-State Wealth Advisors list. This past year has demonstrated that strong financial advice cannot be underestimated, and that personalized financial advice is critical in helping clients work toward achieving their short and long-term financial goals,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We applaud Golden Pond for continuing to raise the bar in our industry and demonstrate the value of the independent model in creating meaningful and long-lasting investor-advisor relationships.”
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 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.
*Based on total revenues, Financial Planning magazine, June 1996-2020
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 inperson 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.