East Financial Services

East Financial Management is a financial advisory firm dedicated to providing comprehensive and transparent financial planning and investment management services. Founded by Jonathan Koperniak and based in Portland, Maine, the firm aims to assist clients nationwide in achieving their long-term financial goals through a holistic and hands-on approach.

The company distinguishes itself by fostering collaboration with clients' existing professional advisors, such as accountants and attorneys, to formulate well-researched and tailored financial recommendations. East Financial Management directly implements investment strategies, rather than outsourcing, ensuring consistent oversight throughout the entire process. Their core philosophy emphasizes balancing present enjoyment with diligent savings for the future, offering expertise in critical areas like retirement planning, risk management, estate planning, and tax mitigation.

While East Financial Management offers a broad spectrum of financial planning and investment advisory services, including the management of IRAs, non-qualified brokerage accounts, and various corporate benefits, it is important to note that their website content does not indicate that they provide mortgage lending services or any related home or commercial loan products. Their primary focus remains on wealth management and strategic financial planning for individuals and businesses.