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Waterville Today
By the People, for the People
Golden Pond Wealth Management named to Forbes' Best-In-State Wealth Management Teams list for Maine
Waterville firm recognized for wealth management expertise
Published on Feb. 17, 2026
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Golden Pond Wealth Management, a financial advisory firm based in Waterville, Maine, has been named to Forbes' Best-In-State Wealth Management Teams list for the state of Maine. The firm's managing director, Brian Bernatchez, CFP®, credits the recognition to the entire Golden Pond team and the continued support and confidence of their clients.
Why it matters
This recognition from Forbes highlights Golden Pond Wealth Management's reputation for providing high-quality wealth management services to clients in Maine. Being named to this prestigious list can help attract new clients and reinforce the firm's standing in the local financial advisory market.
The details
Golden Pond Wealth Management is a financial advisory firm located in Waterville, Maine. The firm was recently included in Forbes' annual Best-In-State Wealth Management Teams list, which recognizes top-performing wealth management firms across the country.
- Golden Pond Wealth Management was recently named to the 2026 Forbes' Best-In-State Wealth Management Teams list for Maine.
The players
Golden Pond Wealth Management
A financial advisory firm based in Waterville, Maine that provides wealth management services to clients.
Brian Bernatchez, CFP®
The managing director of Golden Pond Wealth Management.
What they’re saying
“Being included in the Forbes Best-In-State Wealth Management Teams list 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.”
— Brian Bernatchez, CFP®, Managing Director, Golden Pond Wealth Management (Bangor Daily News)
The takeaway
This recognition from Forbes underscores Golden Pond Wealth Management's reputation as a leading financial advisory firm in Maine, reinforcing the firm's expertise in helping clients grow and protect their wealth.
