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Bogue Asset Management LLC

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Bogue Asset Management LLC

Overview:

Bogue Asset Management LLC is a fee-only financial planning and investment advisory firm offering services to individuals, families, trusts and small businesses in Maine with a majority of our clients in Maine with offices in Wells and Portland. Jeff Bogue is a certified financial planning certificant (CFP™) and a state licensed investment advisor in Maine and Texas.

Our mission is to enhance quality of life by helping our client's find a balance between money and their goals. We help people keep the promises they make to themselves.

Our Client's Value:

-The comfort in knowing things are being handled.
-Their affairs are managed efficiently in terms of time and cost.
-A fee-only relationship not conflicted by the sale of a product.
-Understanding the impact of the decisions they make.
-Having a clear vision of their goals and the path to achieve them.
-Avoidance of big financial mistakes they would make on their own.
-Having someone they can trust on their side.
-Organization, coordination, and control.
-Having the time to do what matters most in their life.
-Not worrying about money.
-Seeing their dreams become reality.
-Understanding money is the means, not the end.

Feel free to explore our website and the services that Bogue Asset Management has to offer.

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