Serving your needs.
Ensuring your success.

Our staff is committed to the successful execution
of our firm's mission statement:

We deliver 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 market-focused and performance-driven culture.

We provide independent, objective, and unbiased financial planning advice while maintaining 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.

Mike Harmer, CFP®, EA

Principal
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Daniel Byles-Smith, CPA, CFP®

Tax Director
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Marybeth Rose

Planning Associate
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Ryan M. DiPasquale

Planning Associate
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Samantha L. Thomas

Intern
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Ellen J. Bosco

Client Service Associate
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David T. Hore

Director of Business Development
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Professional memberships
and affiliations.

The community we keep.

We’re Western New York proud. Making a difference.

Waterford Advisors is proud to be a part of the Western New York Community and continually support the following organizations throughout the year.