Insights: PFA In the News

January 23, 2023

Press Release: Two of Maine’s Prominent Independent Fee-Only Registered Investment Advisors Merge

Penobscot Financial Advisors and Portland Integritas Advisors join to expand their national reach Portland, Maine, January 23, 2023 – Portland Integritas Advisors and Penobscot Financial Advisors (PFA) have merged under the PFA company name. Together, PFA now serves more than 740 clients and manages nearly $350M in assets.  Karen Elise Kilbride, CFP®, CPA, started working […]

January 9, 2020

Breaking Free From Broker-Dealers: The Careers of Craig Joncas and Jim Bradley