Wealth currents : growing teams, relocations, acquisitions, and new firms highlight the wealth management industry

Source

Mainebiz

Date

1-26-2026

Pages

18-21

Abstract

Transitions in Maine's wealth-management industry have included field veterans starting up smaller enterprises, including Great Diamond Partners, Zinn Wealth, Grandview and Company and EP Wealth Advisors. A significant growth aspect for these firms is the increasing demand for retirement planning, as Maine's population continues to have the highest median age.

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