Bogue Asset Management

Bogue Asset Management is an independent financial planning and investment advisory practice run by Jeff Bogue, a CFP. The firm works with professionals, small business owners, people approaching retirement and retirees, and their families, offering financial planning and portfolio management built around each client's goals. Jeff describes the practice as fee-only, so it does not earn commissions from selling products.

The firm serves clients locally and across the country, and works with them through planning meetings and ongoing portfolio management. Its office is at 74 Merriland Ridge Road in Wells, with a second office listed in Portland. Jeff writes a quarterly investment newsletter and market commentary, and some of the posts are password-protected.