Maine Advisory Associates Email Format

Investment ManagementMaine, United States2-10 Employees

Maine Advisory Associates is a private investment management firm based in Falmouth, Maine, founded in 2006. The firm manages more than $80 million in assets for a diverse client base that includes individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and other business entities, offering tailored portfolio guidance aimed at growth and stability.

With a focus on independent, entrepreneurial thinking, the company emphasizes authenticity, trust, transparency, timely insights, and individualized service to help clients navigate wealth management and preserve long-term value. The leadership transition in 2021 brought Kimberly L. Volk, who has extensive experience in executive and financial roles within wealth management, to the role of President, continuing the firm’s approach to localized, client-centered guidance within the investment management industry.

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