Team profile

Working with MidCoast Wealth Advisors

From your first interaction, you will feel that you are more than an account number to us – you are uniquely you.

It all starts with a simple conversation to get to know each other. We want to know you, your dreams and goals, what's important to you, and the why behind your investment decisions. You will see the MidCoast difference right away.

We love guiding our clients to help them figure out the right things to do with their money and to avoid making costly mistakes.

We have a four-step process that will help you feel more confident in reaching your financial goals:

  1. Create a roadmap
  2. Connect the dots
  3. Cover the gaps
  4. Calibrate and repeat

Get started today by requesting a complimentary consultation with one of our advisors.

Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Small Business

Awards & recognition

  • MidCoast Wealth Advisors, Ameriprise Client Experience Award, 2021, 2023
  • Jason Topp, Forbes Best-in-State Wealth Advisors, 2023
  • Jason Topp, Ameriprise Circle of Success, 2021-2022
  • MidCoast Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Honored to be recognized in Forbes

All of us at Midcoast Wealth Advisors would like to congratulate Jason Topp on being named to the 2023 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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