Mission Statement

The entire staff of Waterford Advisors, LLC is committed to the successful execution of our firm's mission statement:

Waterford Advisors is a relationship-driven firm that delivers highly personalized services to a limited number of families as they grow, manage and protect their wealth. We are goal-focused and plan-driven wealth managers in a culture that will always be market-focused and performance-driven.

We  provide independent, objective, and unbiased financial planning advice. Our only allegiance will be to our clients. We will have an unyielding commitment to the achievement of our clients' financial goals and objectives. To that end, we are committed to continually improve our people, processes, services and facilities.

We never lose sight of the basic premise that an uncompromising commitment to service and, above all, unquestionable ethics is the only true path to success.

Waterford's Core Values

  • Client interests always come first
  • Honesty and Integrity
  • Continuous Improvement
  • Continuing Education
  • Exceptional service every day