About Means Wealth Management
<p>Started in 1935 in Bangor, Means Wealth Management has grown into a fee-only registered investment advisor working across Maine and upstate South Carolina. The firm is a fiduciary and manages $1.3B in assets (2026) for individuals, families, businesses, and non-profits.</p> <p>With offices in Bangor and Presque Isle, it supports clients across northern and coastal Maine, and its Greenwood and Greenville locations serve the Greenville–Spartanburg area and surrounding communities. The team builds financial plans and investment portfolios tied to specific goals such as retirement timing, income needs, charitable giving, and business transitions.</p> <p>For employers, Means Wealth Management works as a <a href="/plan-advisors">plan advisor</a> on ERISA-governed retirement plans and provides 3(21) fiduciary services. The focus is on plan oversight, participant education, and day-to-day support for sponsors who want clear documentation and consistent follow-through.</p> <ul> <li>Fee-only RIA; fiduciary standard</li> <li>Employer retirement plan advisory with 3(21) services</li> <li>ERISA plan support, including compliance help and sponsor guidance</li> <li>Participant education and retirement readiness meetings</li> <li>Wealth management, financial planning, and asset management</li> </ul>
Website: https://www.meanswealth.com/
Founded: 1935
Office Locations
- Bangor, ME (Headquarters)
- Presque Isle, ME
- Greenwood, SC
- Greenville, SC
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.3B
Team Members
- Eric Baker, Financial Advisor
- Bryce Lausier, Financial Advisor Associate
- Erin Barry, Chief Executive Officer
- Chad Kelley, Financial Advisor & Planner
- Alex Means, Vice President
- Denise Bither, Relationship Manager
- Karen Oeser, Senior Portfolio Manager
- David Cust, Vice President and Senior Financial Advisor
- Bruce Metivier, Relationship Manager and Operations Administrator
- Gwen Rollins, Operations Coordinator