Dedicated to providing our clients
with professional guidance,
and distinctive service.
Professional Investment Advisory Services, serving clients nationally from our Brunswick, Maine Office.
Forge a personal relationship with an advisor who knows you and whom you know at a firm where your interests come first.
Your financial professional will have access to the most personal details of your finances, so trust is important. We have total respect for your privacy and confidentiality.
Dedicated service at all times and responsiveness to your needs, goals and desires.
Regent Financial Services is a Maine-based investment and advisory firm. Regent assists a select group of individuals in small to mid-size businesses with their investment and financial goals. We are fortunate to work with a small group of clients, helping them handle the unique challenges of financial success. We help our clients prioritize, organize and simplify their financial matters to take care of the people they love and to achieve the goals that are important to them.
For a select group of businesses owners, we provide services much like a personal financial chief of staff. Fred Burgess leads a team that helps protect our clients’ hard-earned life savings so that they and their families can enjoy them well into the future.
Fred G. Burgess, AIF®, PPC™
Fred is a Principal of Regent Financial Services with more than 38 years of experience in the financial profession and has an extensive level of expertise within the fixed income markets and the equity-income strategy known as Rising Dividends Philosophy. Using a myriad of factors, to strategically build portfolios for clients focused on creating tax efficient and reliable streams of income while minimizing risk exposure levels.
Fred oversees most of the fixed income investment strategies at Regent Financial Services. Fred began his career in Gardiner, Maine with an independent affiliate of E.F. Hutton Life Insurance Company, designing and implementing retirement plans for small to mid-sized companies. Soon after selling his agency, he joined Shearson / American Express as Senior Financial Planner. Fred was also affiliated with Merrill Lynch, Pierce, Fenner and Smith – Financial Institutions Services.
In 2003, Fred founded Regent Financial Services in Brunswick to serve the greater New England region. Fred is an independent Investment Advisor Representative of Commonwealth Financial Network. Fred studied Business Admin/Accounting at University of Maine at Augusta. He is an Accredited Investment Fiduciary (AIF®) and earned this designation from Joseph M. Katz School of Business, University of Pittsburgh. Fred is also a Professional Plan Consultant through the Financial Services Standards, Inc. also of Pittsburgh. Having spent much of his career managing the assets for individual investors, Fred recognized the significant divergence between the quality of asset management received by individual investors and that of institutional investors.
Fred has also found that for individual investors, few areas in life can cause as much stress as uncertain or mismanaged finances. It is Fred’s vision that clients of Regent are empowered to shift from feeling confused, overwhelmed, anxious, and uncertain to seeing their financial lives with more purpose, direction, peace, and confidence. It is Fred’s desire for clients to live their vision of an extra-ordinary life and is thankful for the opportunity to play a role in their achieving that vision.
Other Activities of Fred Burgess
A fifth-generation Maine native from the town of Union, Fred and his family reside in Topsham. When he is not looking after his clients’ planning and fiduciary concerns, he can be found spending ‘fly’ time on some of Maine’s best brook trout streams or hitting trails of Baxter State Park. Fred is an active member of the Androscoggin Valley Chamber of Commerce. He has held numerous leadership roles in local and district functions of Rotary International, including District Foundation Treasurer and Assistant Governor for District 7780. He is the past charter President of the Rotary Club of Topsham – Expresso and also a past director and chair of the human resources committee for the Mid-Coast Chapter American Red Cross in Topsham, Maine.
Peter Coopersmith, AIF®
Peter is a principal of Regent Financial Services who joined the firm in 2020. He has been an advisor with Commonwealth Financial Network since January 1996 and in the finance services industry since 1983 beginning his career with Mutual of New York (MONY). He is an Accredited Investment Fiduciary (AIF®) advisor and has spent much of his career managing the assets of Individual Investors, Defined Contribution Investment Only Retirement Plans, and Insurance Planning.
Peter grew up in New Jersey and graduated from Medomak Valley High School, Waldoboro Maine, and continued on to the University of Maine where he graduated in 1981 with a Bachelor’s degree in Forestry. In 2000 he and Isabel married. Together they have 5 children and 4 grandchildren.