Let's move forward. Together.

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

Three generations on beach

Micah J. Roberge, CIMA®, CPWA®

Financial Advisor

Certified Investment Management Analyst®

Micah grew up in Augusta, ME and in earned his Bachelor's degree from Bowdoin College in Brunswick, ME, with degrees in Mathematics and Economics.

Micah joined Merrill Lynch Wealth Management in 2007 after working as an Investment Management Analyst at Smith Barney since 2003, where he worked with the investment portfolios of over a dozen Non-Profit Foundations & Endowments in Maine. He is a member of the Investments & Wealth Institute, and has earned both his Certified Investment Management Analyst® (CIMA®) designation and Certified Private Wealth Advisor® (CPWA®), both awarded by the Investments & Wealth Institute™ and in conjunction with the Wharton School of Business and Booth School of Business, respectively.

Micah is Insurance licensed and experienced in designing personalized retirement analyses and creating life-long retirement income. He also is prepared to help clients anticipate and address their long term care needs.

Micah regularly evaluates investment portfolios with mixed investment vehicles such as individual stocks, individual bonds, mutual funds and Exchange Traded Funds (ETFs) with consideration to best interest, diversification, performance, and cost. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Micah provides alternative investment opportunities to clients where appropriate. This includes precious metals, precious coins, hedge funds, currency and commodity-linked investments, and private equity.

Micah, his wife, and two children live in Portland, Maine.

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • IL
  • IN
  • MA
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TX
  • VA
  • VT
  • WI

Education

  • Bachelors of Mathematics and Economics, Bowdoin College

Credentials

  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor

My mission is to assist clients in achieving their self-defined financial goals.

Financial planning
Long-term care planning
Retirement planning
Investing
Custom portfolios
Alternative investments
One City Center
7th Floor
Portland, ME 04101
  • (207) 791-5599

Email Me

Practicing since 2003 I rely on my accumulated industry knowledge for Goals-Based Wealth Management

I ask the right questions, allowing the combination of experience and understanding to dictate the proper strategy. Clients' wealth management priorities are overseen in collaboration with their other trusted professionals. I am passionate in my approach, and view it as my role to be a financial ally for each succeeding generation.

Goals-based planning

Goals-based planning

The circular economy: What is it?

Retirement Couple

Retirement readiness

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager