WATERVILLE — 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.
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, according to a news release from Golden Pond Wealth Management.
“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 Bernatchez.
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