Jeffrey N. Bogue, CFP®
Wells, Maine Financial Planner

Jeff Bogue is principal of Bogue Asset Management, LLC an independent financial planning and investment advisory firm based in Wells, Maine.  Jeff specializes in working with people who have young children, small business owners and retirement income strategies. The key that sets apart the services of Bogue Asset Management is that we are totally independent.  This means that clients are our employers and our job is to find the most effective solutions to meet their needs.  Many non-independent advisors advise what their employer's dictate, which may not necessarily be the most effective solution nor in the best interest of the client.  Second, we are a fee-only firm.  This means that we are solely compensated by our clients and advice is not based on the sale of a product.  All too many times, we see boilerplate financial plans created by large brokerage firms that are based on the premise of a sale of a product and carry little substance.  Finally, we stress personal service and communication.  We are willing to spend more time helping you derive your goals and values, explain the plan of action, and answer any follow-up questions in the implementation process.  Most institutional advisors have too many clients and are too busy to truly work from a financial plan based on your values.  We communicate with my clients on a consistent, continuous basis to help ensure their goals reach fruition.  Jeff is a Certified Financial Planner (CFP™) practicioner, a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) and Maine Estate Planning Council (MEPC) and an approved advisor for Dimensional Fund Advisor (DFA) Funds.  Jeff regularly writes a blog for Maine Business.com and has been quoted on personal finance matters in the Wall Street Journal, Consumer Reports Money Advisor, Kiplinger’s Personal Finance, Businessweek.com, Bankrate.com, The Portland Press Herald, AARP Magazine, Registered Rep.com, Fidelity Stages Magazine, AOL Money& Finance, MSN/CNBC.com, Investment Advisor Magazine, Financial Planning Magazine and Financial Advisor Magazine.  In his spare time Jeff enjoys spending time with his wife and kids and occasional attempts to hit a golf ball.                        

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