Bogue Asset Management

Specialties

Bogue Asset Management specializes in eliminating the stress and anxiety that plagues many individuals when it comes to their personal finances. Our area of focus includes financial planning for all aspects of life (retirement, education, estate, small business, etc), and investment management.

We spend time on the front end determining your financial and lifestyle goals and your capacity for risk. We then work with you to set up a measurable strategy that moves you towards those goals. We take out the guess work and give you a plan so you have a solid understanding of where you are in relation to your goals every step of the way.

History

Established in 1998.

Jeff Bogue is a Certified Financial Planner and fee-​only financial advisor with offices in Wells Maine and Portland Maine. He is an approved Dimensional Fund Advisor (DFA) and a registered investment advisor in Maine and Texas.

Jeff handles clients in Maine, but also has clients all over the country. His services are high touch, meaning he keeps his client to advisor ratio low so that he is able to quickly respond to their needs in this current economic climate.

Meet the Business Owner

Jeff B.

Business Owner

Jeff Bogue is a graduate of the Pennsylvania State University with a degree in Finance and received his Certified Financial Planner certificate in 1997. He is a member of the National Association of Personal Financial Advisors and operates on a fee-​only basis meaning there are no commissions or other revenue streams from the services he delivers. Jeff chose the fee only model because he feels it eliminates any potential conflict of interests. He prides himself on developing deep life long relationships with his clients and enjoys the day to day challenges of making sure everyone is on track to achieve their financial and lifestyle goals.