Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

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.