Oldfield Wealth Partners, LLC

06/22/2026

We are excited to announce that, with the addition of Kyle Goupille, CFP®, our team at Oldfield Wealth Partners is now fully equipped to deliver an even higher level of wealth management service to our clients.
Kyle brings a deep passion for financial planning and a wealth of expertise that will further strengthen our client offering. His addition enhances our ability to provide sophisticated planning strategies and advanced solutions, particularly for business owners preparing for a future exit or liquidity event.
Kyle's focus on wealth transfer strategies, estate planning, and helping families preserve their legacies pairs exceptionally well with our firm's emphasis on tax-efficient investment management and tax minimization strategies. Together, these capabilities create a powerful combination for clients seeking to maximize after-tax wealth, transition assets efficiently, and ensure their life's work benefits the people and causes they care about most.
Most importantly, Kyle shares our commitment to delivering thoughtful, personalized advice and helping clients make confident financial decisions.
Please join me in welcoming Kyle to the Oldfield Wealth Partners team!

01/13/2026

If you have been sold one of these and want analysis done by someone who didn’t make a large commission selling it to you, please reach out. We might be able to help.

Kyle Busch's lawsuit against Pacific Life and his former insurance agent provides a window into potential issues around complexity, suitability and more in indexed universal life policies.

12/10/2025

Experienced Financial Planner (with Strong Tax Background)
Location: Bangor, ME
Position Type: Full-Time
About Us
We are a growing, client-focused Registered Investment Advisor dedicated to delivering deeply personalized financial guidance. Our firm prides itself on blending sound investment management with sophisticated tax-aware planning to help clients make smart, confident decisions.
About the Role
We’re seeking an experienced Financial Planner with a strong tax background to join our team and play a key role in delivering comprehensive, advice-driven financial planning. If you love digging into client situations, optimizing tax outcomes, and creating long-term planning strategies that genuinely move the needle—you’ll thrive here.
What You’ll Do
Build and deliver comprehensive financial plans, including retirement, tax, estate, insurance, and cash-flow strategies
Analyze client tax returns and incorporate tax-efficient strategies into planning recommendations
Collaborate with investment and operations teams to ensure cohesive client service
Present planning findings in a clear, engaging way to clients and prospects
Stay current on tax law changes, planning strategies, and industry trends
Maintain detailed planning notes and documentation in CRM/financial planning software
Support ongoing client service needs and participate in periodic client reviews
What We’re Looking For
5+ years of financial planning experience
Strong tax knowledge—CPA, EA, or extensive tax-planning experience preferred
CFP® designation required (or actively pursuing final steps)
Deep familiarity with planning software (e.g., eMoney, MoneyGuide, Holistiplan)
A passion for problem-solving, client education, and long-term relationship building
Exceptional communication skills and the ability to explain complex concepts simply
High integrity and a client-first mindset
What We Offer
Competitive salary + performance-based incentives
Comprehensive benefits (medical, retirement plan match, PTO, etc.)
Professional development support (CE credits, conferences, licensure)
A collaborative, low-ego team environment
The opportunity to take on meaningful planning responsibilities quickly
How to Apply
Please send your resume, a brief cover letter, and any relevant credentials to [email protected] with the subject line “Financial Planner Application"

12/04/2025

Discover 3 critical steps to your dream exit [FREE GUIDE]

11/27/2025

Discover your dream exit inside this FREE GUIDE

11/20/2025

Plan your exit WITHOUT compromising your life's work

11/13/2025

Plan your dream exit - 3 CRITICAL steps

08/20/2025

Running a business means navigating constant highs and lows, but true success lies in your ability to keep going. Whether you’re in a season of growth or grit, this one’s for you.