Barbara A.

Appleby

Principal | JD, AIF

p.207.541.2306

f.207.541.2306

“You can't assume you know what a client needs. By listening carefully, I guide them in the direction they want to go to achieve what they need.”

- Barb Appleby, Principal

A wealth of experience for your financial needs


Barbara has extensive experience with the unique financial demands facing high wealth individuals. Often, her clients are facing a major life transition, such as retirement, career change, divorce, or the death of a parent or spouse and expert advice at these trying times is especially critical. Barbara directs clients on a variety of issues, including wealth transfer and charitable giving. She also provides investment services for retirement plans, to help businesses and business owners ensure that they meet their fiduciary obligations to their employees.     
 

As the Principal in charge of BerryDunn Wealth Management, Barbara provides comprehensive, personalized financial and estate planning, and investment management to individuals.  Prior to BerryDunn, Barbara was President of NorthStar Retirement Strategies, an independent financial planning firm and registered investment advisor, providing comprehensive and independent retirement and estate planning to individuals and families. She practiced law at Drummond Woodsum for eight years and also served as law clerk to former Chief Justice Wathen of the Maine Supreme Court. 

Barbara holds FINRA registrations 7, 66, and 24, and is a registered securities principal through Commonwealth Financial Network, Member FINRA/SIPC.

Experience Highlights:

Barbara helps clients with a variety of issues including:

• Investment management
• Personal/financial and estate planning
• Business succession planning
• Life, long-term care and disability insurance
• Charitable giving
• Investment services and analysis for employer sponsored retirement
  plans

Community Service:

• FAMA Ministries, Board of Directors, Chairperson
• Morninglight Ministries, Founder, Director
• Root Cellar, Former Board of Directors

For more information, please click here to visit the BerryDunn Wealth Management Website.

Wealth Management

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This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NH, NJ, NM, NY, PA, SC, TX, VA, VT, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.


Securities offered through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org. Investment Advisory Services may be offered through Commonwealth Financial Network, a Registered Investment Adviser, and/or BerryDunn Wealth Management, a state-licensed investment adviser. Investment Advisory Services and fixed insurance products and services offered through BerryDunn Wealth Management are separate and unrelated to Commonwealth.

Honors

  • Fullbirght Fellowship

    Florence Donnell White Prize for Excellence in French

    Articles Editor Maine Law Review

    Awards in Corporate Taxation, Torts, and Jurisprudence

Certification

  • JD

    AIF

Languages

  • French

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