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Home
About Us
Company Overview
Meet the Team
We're Hiring!
Legal Consultants
Community Support
20 Questions to Ask Your Financial Advisor
Our Approach
Team Approach
Top Rated Investment Research
Investment Philosophy and Principles
Our Services
Individuals
Employers
For RIAs
The JMA Experience
Working Together
Keeping You Informed
Our Promise
Events
Client Login
GeoWealth
Charles Schwab (Individuals)
My KTrade 401(k)
My Lincoln 401(k)
My Newport Group 401(k)
John Hancock 401(k)
American Funds Plan Premier 401(k)
Contact Us
Contact
Refer A Friend
CRS
IN PERSON: Asset Preservation Workshop in Belfast, Maine
Thursday, May 28, 2026, 10:00 AM – 12:00 PM
ZOOM Webinar: Personal, Cyber, & Travel Security
Tuesday, May 26, 2026, 5:30 PM – 6:00 PM
OFFICE CLOSED in honor of Memorial Day
Monday, May 25, 2026, 8:30 AM – 5:00 PM
ZOOM Webinar: Estate Planning Through Beneficiary Designations
Tuesday, May 19, 2026, 5:30 PM – 6:00 PM
ZOOM Webinar: Private Credit Investments
Tuesday, May 5, 2026, 5:30 PM – 6:00 PM
IN PERSON: Asset Preservation Workshop in Waterville, Maine
Tuesday, May 5, 2026, 10:00 AM – 12:00 PM