Our Story

If there is one thing we’ve learned over more than 90 years in wealth management, it’s this:

Trust is earned.

Since 1935, Means Wealth has served individuals, families, and business owners with disciplined investment management and thoughtful financial planning. Through changing markets, tax laws, and generations, one principle has remained constant: we will never take our clients’ trust for granted.

Means Wealth was founded by David G. Means, who built the firm on patience, integrity, and personal service. His philosophy still shapes how we advise clients today.

In his 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.”*

That steady, long-term mindset continues to guide our approach to financial planning and investment management.

Today, Means Wealth is a family-owned, fee-only fiduciary firm with offices in Maine and South Carolina. While the firm continues to benefit from second- and third-generation family leadership, it is also guided by an experienced leadership team and supported by dedicated advisors, planners, and relationship managers who serve our clients every day.

We are proud of the role we play in our clients’ lives: helping retirees plan confidently, guiding business owners through transition, and supporting families as they build lasting wealth.

We do not sell products. We do not receive commissions. As a fee-only advisory firm, our success is directly aligned with the individuals and organizations we serve.

Nearly 90 years later, our mission is unchanged:

To earn your trust.
To protect it.
And to honor it in everything we do.

*Rewards are not guaranteed. Investing involves risk including the possible loss of principal.