About Us
Waterford Advisors LLC (Waterford), a financial planning and SEC-registered investment advisory firm, specializes in working with clients as they plan for and enjoy retirement. We provide comprehensive financial planning services and follow a well-defined, disciplined process to increase the probability that you will meet your financial goals.
Our success is not measured by performance statistics but rather by how effective we are in helping you achieve your goals.
Waterford is registered with the U.S. Securities and Exchange Commission. Our registration document (Form ADV Part II) (PDF 316K) is available for your review.