Investing near Freeport, ME

“Great shop if you have coins, paper or gold / silver to sell or buy. Staff are super helpful, friendly and very knowledgeable. Professionalism and integrity are key to their business and it shows. They have an excellent selection of historical ephemeral items as well, which are unique gifts for that history buff in your family. Say HI to Oden the dog too. This place is a must stop when in Freeport.”

“From the very beginning of my financial advising journey Kim treated me with the same respect and care she would give her more wealthier clients. She listened closely, never judged my situation, and took the time to truly understand my concerns and fears about the future. I never once felt rushed or dismissed, which meant more to me than I can put into words.

She created a realistic, thoughtful plan tailored to my situation and explained everything clearly and honestly. Her approach was straight-talking, but always kind, reassuring, and positive. I left our meeting feeling calmer, more informed, and more hopeful about my financial future. I would highly recommend her to anyone—especially those who feel they don’t have “enough” to matter—because she proves that every client does.”

“I have used one of the principals of DOW for 24 years as my investment advisor to build my retirement portfolio. DOW definitely has an "old money", intellectual approach to investment (think Charlie Munger) paired with very up-to-date technological solutions that allows me to see my portfolio being managed real time. The Strad product in particular bring a whole new dimension to everything. It allows for "family office" perks without the associated costs that usually come with that service. The low-key, patient investment approach combined with aggressive software tools to help you understand (and trust) the management of your funds is unique, IMO. It is something I have seen nowhere else. For us, this means forward thinking, five-star investment execution, across multiple years, that is helping us far exceed our original retirement benchmarks.”