Top financial advisors in Waterville, ME
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Waterville, ME when you're planning for healthcare costs or long-term care, which are especially important here due to the aging population. Without focused expertise, advisors may overlook how these expenses impact your overall financial plan.
- Healthcare cost integration. Confirm how they incorporate current and future medical expenses into your retirement strategy.
- Long-term care planning. Ask about their approach to funding care needs without jeopardizing your financial security.
- Income sustainability. Ensure they model how healthcare costs affect your income streams over time.
- Local knowledge. Advisors familiar with Waterville's healthcare resources can better tailor your plan to available services.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Luke R
Series 63, Series 66
Waterville, ME
Edward Jones
Luke Rodrigue's 22 years of experience and focus on retirement income strategy equip him to address healthcare and long-term care costs in Waterville, ME. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with a program fee up to 1.35%, distinguishing him from advisors at smaller firms or with narrower specialties.
Experience: 22 years
Avg account: $246,728
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Ronald M
Series 63, Series 66
Waterville, ME
Exodus Wealth, LLC
Ronald Merrill's extensive 41 years of experience and independent status in Waterville, ME, equip him to address complex financial needs including healthcare cost integration and long-term care planning. His firm, Exodus Wealth, LLC, manages $442 million for diverse clients using a multi-method investment approach, and offers flat-fee planning up to $10,000, distinguishing him from advisors with purely asset-based fees.
Experience: 41 years
Avg account: $213,802
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Zachary B
Series 66
Waterville, ME
Ameriprise
Zachary Burd specializes in retirement income strategy and Social Security optimization, making him well-suited to address healthcare cost integration and income sustainability for those approaching retirement in Waterville, ME. As a seasoned advisor with 22 years of experience at Ameriprise, a large firm offering comprehensive advisory and insurance solutions with a 0.15% AUM fee, he provides personalized, tax-efficient planning tailored to clients with substantial investable assets.
Experience: 23 years
Avg account: $471,167
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Christopher M
CFP®, Series 66
Waterville, ME
Cetera
Christopher Markos, a CFP® with 17 years of experience in Waterville, ME, offers expertise in wealth management and retirement plans for business owners, which is crucial for integrating healthcare and long-term care costs into retirement strategies. His firm, Choice Wealth Advisors LLC, manages over $323 million with a focus on customized, low-cost portfolios and provides flat-fee financial planning, distinguishing him from advisors with different fee structures or investment approaches.
Experience: 18 years
Avg account: $306,089
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Michael C
Series 66
Waterville, ME
LPL Financial
Michael Clark in Waterville, ME, brings 22 years of experience and a Series 66 designation, specializing in wealth management and retirement plans for business owners. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he serves a broad client base including high-net-worth households, which may provide comprehensive support for integrating healthcare costs into retirement strategies.
Experience: 23 years
Avg account: $399,489
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