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Fiduciary

a fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.

It’s time to make a choice. Plan for your future.

It’s as simple as making a phone call, and sitting down with a Registered Investment Advisor. I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.

Why Should I Trust RIA?

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Registered Investment Advisors are not here to sell, but to guide.

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Registered Investment Advisors are not tied to any specific family of funds or investment products.

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Registered Investment Advisors are here to serve your interests – no one else’s.

Meet Jeremy Barnard

PRESIDENT / CEO EDGEWATER FINANCIAL

Edgewater Financial is a full-service financial advisory firm committed to honesty, integrity, and excellence in financial planning.  We are a Maine-based company that specializes in retirement income planning.

Jeremy Barnard, Financial Advisor, is the founder and president of Edgewater Financial and a licensed fiduciary.  Early in his finance career, Jeremy witnessed first-hand the devastation a dishonest advisor could have when one of his own family members lost thousands of dollars.

This experience, along with countless similar stories he heard from clients over the years, solidified for him the resolve to build Edgewater Financial as a firm with strong ethical standards, committed to giving sound advice with clients’ needs as the first and most important consideration. […]

If you knew you had guaranteed income for life as part of your overall retirement plan

What would you do?

Our Mission

Our mission is to help our clients make smart investment and financial decisions

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Educational Workshops

Gain Financial Intelligence. Attend an educational workshop.

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Services Offered

Edgewater Financial specializes in these Financial & Insurance products.

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A Legal Fiduciary Responsibility

 

As a Registered Investment Advisor, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.

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We’d love to hear from you!

Please give us your contact information and we’ll be happy to reach out to you.
Ask us any questions you may have, and we’ll be sure to help answer them.

Investment advisory services are offered through Foundations Investment Advisors LLC, a SEC registered investment adviser.