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B U S I N E S S P RO F I L E S 48 B U S I N E S S P R O F I L E S P O N S O R E D C O N T E N T challenging periods, and everything in between. You can be con- fident in the professional experience, sound judgment, and stable history that has enabled us to assist clients in planning for their financial and life goals through the following tenets: Purpose Driven: A client centric process with focused out- comes for all. In our work with clients, we find that the more clear we are at the outset in understanding goals and aspira- tions, the better outcome for all. is is why we understand your why before we discuss the how. We believe that when it comes to creating a plan for your wealth, your vision informs our process. We work together to assemble the pieces in a way that fits for you. Modern Wealth: Modern wealth deserves a modern mindset. We engage, educate, and empower families navigating the chal- lenges of multi-generational wealth. Our advisor team includes first and second-generation Americans, first- and second-gen- eration college graduates, first- and second-generation business owners and first- and second-generation wealth creators. We integrate financial literacy opportunities into our discussions around personal finance, investments, and taxes. We take pro- active steps to help ensure that family wealth plans engage all and are managed to benefit family and legacy goals. Inclusive Approach: Emotional intelligence, intuition, and empathy are skills that we find are invaluable in helping cli- ents. With five times as many female advisors as the industry average 1 we innately take a thoughtful, personalized approach to wealth management. We believe in the business benefits of diversity, creating an environment that is inclusive and reflects the clients we serve. We continue to look for opportunities to broaden the diversity of our clientele and our team members. Services to Help You Live Your Best Life We want our clients to feel confident with their finances so they can live their best lives on their terms. Our "Services to Help You Live Your Best Life" process clarifies goals that resonate most deeply with clients. What does living your best life mean to you? How does money influence your daily life? How do decisions around money relate to the other things you are doing with your life? While we offer all the traditional services of a wealth man- agement firm, our true differentiator is our daily work with our clients around their visions. A t B a c k C o v e F i n a n c i a l , o u r m i s s i o n i s to provide honest, independent, experienced financial advice and wealth management. We are real people, driven to recommend what is in the best interests of each and every client. We define our success by our positive impact on people's lives. We create financial solutions that are accessible, transparent, and empowering for our clients. A purposeful approach and unwavering commitment to service has been the cornerstone of Back Cove Financial since it was founded by Christine Byrne, Partner, Wealth Advisor. e addition of Sarah Halpin and her team built on these principles resulting in strategic growth across all layers of the business. As partners, Christine and Sarah combine their leadership skills, experience, and dif- ferent perspectives to lead a dynamic and cohesive team with a "collaboration over competition" culture. e flagship office is located in the commercial center of Falmouth, Maine, easily accessible from Route 1, the Maine Turnpike and I- 295. In May 2024 Back Cove Financial was thrilled to open our second location in the heart of Maine Street's business district in downtown Brunswick. Our financial advisors work out of and meet with clients at both locations; and they all advise, connect with and service clients throughout the USA. Honest, Independent, Experienced: More an a Tagline We provide independent advice and access to a variety of non- proprietary investment products and financial planning services. We make recommendations based on a clear understanding of your goals and financial situation while keeping abreast of current capital markets. We are not compensated in any way for recommending one investment vehicle over another. Back Cove Financial advisors are deeply experienced in managing wealth through good times, Back Cove Financial Honest, Independent, Experienced Back Cove Financial 56 Depot Road, Falmouth, ME 04105 167 Park Row, Brunswick, ME 04011 Sector: Financial Services/Wealth Management Christine Byrne, MBA, CRPS®, Partner, Wealth Advisor and Sarah Halpin, CFP®, CBEC®, CPFA®, Partner, Wealth Advisor Founded: 2001 Maine employees: 10 backcovefinancial.com (207) 541-9500 " We love the long-term relationships we have with our clients, working for them and their families. Watching them achieve a lifelong goal is one of the most fulf illing outcomes of our planning together. We are grateful to be able to contribute to their successes. " — Christine Byrne, MBA, CRPS® Partner, Wealth Advisor P H O T O C O U R T E S Y O F B A C K C O V E F I N A N C I A L Pictured advisors back row left to right: Sheila Menair, CDFA®; Sarah Halpin, CFP®, CBEC®, CPFA®; Joel Ouellette; Christine Byrne, MBA, CRPS® — Pictured advisor front row: Sophie Halpin, CFP®, CSRIC™ 1 (Olivia Howard, Pooneh Baghai Lakshmi Prakash, and Jill Zucker, 2020