About Us
Waterford Advisors LLC (Waterford), an SEC Registered Investment Advisory Firm (RIA), specializes in working with clients as they plan for and enjoy their 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. We offer expertise in all key areas of Wealth Advisory Services including: Income Tax Planning and Compliance, Investment Management, Estate Planning and Trust Services, Risk Management and Insurance, Expense Management and Reporting, as well as Business Advisory Services. This expertise allows us to deliver the best possible personalized advice and is provided without conflicts of interest.
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 171K) and Brochure Supplement (PDF 83K) is available for your review.