A complete list of active advisors currently associated with Waterford Advisors, LLC
Warmer can help you find a great advisor at Waterford Advisors, LLC or one who fits your needs even better.
Waterford Advisors is a fee-based, SEC-registered advisory team that serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts and estates. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, managing approximately $399 million in client assets. The firm implements portfolios using written Investment Policy Statements and diversified asset-allocation models, typically through no-load or load‑waived mutual funds and ETFs and model portfolios accessed via Orion Portfolio Solutions (including Litman Gregory and Vanguard strategists). Waterford conducts ongoing account reviews and, when directed by clients, may utilize borrowing (margin) in brokerage accounts as part of its trading and allocation process. Waterford discloses that a firm principal, in his individual capacity as a certified public accountant, provides separate tax compliance and planning services for clients for additional fees, a relationship the firm identifies as a potential conflict of interest. The firm also partners with Halo Securities to offer annuity products (which may generate commissions and supervisory fees) and recommends Schwab Institutional for custody and trading, noting these affiliations and benefits in its disclosures.
To learn more about the advisors currently working at Waterford Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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