Wealth Management to Help You Live Your Best Life

We ensure our wealth management experience and financial solutions are accessible, transparent, and empowering for clients.

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Certified B Corp since 2023

Financial Planning Process

We are in the business of providing honest, independent, experienced financial advice. We want our clients to face decisions with confidence that their plan meets financial goals and is aligned with personal values.

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Purpose
Driven

Investment Philosophy

Modern
Wealth

TESTIMONIAL

What our amazing community thinks

At Back Cove Financial, we are client and community focused. We get to know each other, so we can build trusting relationships built off transparency, honesty, and respect.

The team at Back Cove Financial believes not only in our work at Maine Cancer Foundation, but also in our people. Maine is a big state but a small community, and it has been an honor to partner with them to make it a better place for our families, friends, and neighbors.

The statement was provided 6/11/24 by Ray Ruby who is not a client. Ray Ruby is the Executive Director of Maine Cancer Foundation and Back Cove Financial has a sponsor relationship with this non-profit organization. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

B Corp

We are driven by our commitment to our clients, employees, and community.

Certified B Corp companies are held to a high standard of social and environmental performance, transparency, and accountability. Our certification means we consciously work towards providing responsible wealth management in line with exceptional levels of service, employee well-being and community enhancement.

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Find us

The best way to decide if Back Cove Financial is the right firm for you is to spend a little time together.
Contact us at one of our two locations to start a conversation.