Jim & Libby
Personalized Financial Guidance for You and Your Family
You’ve already taken the first step toward achieving your financial goals by visiting this page. Now, let Jim and Libby help you take the next step with personalized, comprehensive wealth management designed around what matters most to you.
Fee-Only Fiduciaries
Our minimum annual fee ranges from $4,800 to $7,200 annually, based on your household assets and complexity. We’re Fee-Only Fiduciaries, so we’re only compensated by you, ensuring our advice is always in your best interest.
Customized Plans
Whether through Financial Planning or Wealth Management, your strategy is built around your unique goals. From proactive progress monitoring to step-by-step accountability, we will guide you on your way to a more financially sound future.
Expert Guidance
Our team includes Certified Financial Planners™ who deliver decades of experience and independent advice. We proactively manage your plan and investments to help you stay on track toward your financial future.
How We Help You Succeed
At Penobscot Financial Advisors, we provide tailored, comprehensive wealth management to help you and your loved ones thrive.
Personalized Approach: No cookie-cutter plans—just advice designed for your unique needs.
Expert Guidance: Decades of experience guiding families like yours toward financial success.
Simplified Planning: We handle the details so you can focus on what matters most.
We offer a suite of services to help you design, build, and protect your financial future.
Looking for a Chief Financial Officer for your household?
Wealth Management is our most holistic offering, combining Financial Planning and Asset Management services. Wealth Management is for those who desire an ongoing partner managing all aspects of their long-term financial success.
- A fully customized financial plan and investment strategy for your financial future.
- One or more Certified Financial Planners™ on your Financial Planning Team.
- Ongoing support as your personal Wealth Management partner for a lifetime.
- Independent Investment Advisers, utilizing the investment opportunities to achieve your goals.
- Proactive portfolio management to keep you on track toward your goals.
- A client success team devoted to simplifying your account maintenance and enhancing the client experience
Looking for help getting from where you are to where you want to be, financially?
Financial planning is the service for you. Your advisor will analyze where you are today, assist in setting goals, and chart a course to achieve those goals. PFA is there to guide you each step of the way.
- A fully customized plan for your financial future
- One or more Certified Financial Planners™ on your Financial Planning team
- Goal-based planning with step-by-step accountability
- Proactive progress monitoring with continuous plan adjustments
- As Fee-Only fiduciaries, we always act in your best interest
