About Us

Waterford Advisors LLC 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 experience 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 experience 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.

Our registration document (ADV Part 2A) and Brochure Supplements are available for your review. Also available is our Privacy Policy.

Our team holds the following professional designations: CFP®, CPA, EA, AIFA®, QPFC. We are also involved in the following organizations:

Financial Planning Association          CFP          Fi360        ASPPA       AICPA     NYSSCPA