Relationships beyond investing
That’s where the Waterford difference begins.
Goal focused. Plan driven.
We believe wealth is not measured in dollars, but in the absence of financial worry.
An uncompromising commitment to service
As experienced financial planners, we are committed to understanding your unique goals and objectives. We provide comprehensive financial planning services and follow a well-defined, disciplined process to help you achieve your goals. Our success is not measured by performance statistics, but rather by how effective we are in helping you achieve your goals.

Beyond Investing
The latest news and insights from the Waterford team.
Market Commentary March 24, 2025
March 24, 2025
The Markets The market whisperer… Last week, the Federal Reserve (Fed) left the federal funds rate unchanged, and Fed Chair...
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Market Commentary March 17, 2025
March 17, 2025
The Markets A correction and a bounce. Last week, the Standard & Poor’s (S&P) 500 Index moved into correction territory....
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Market Commentary March 11, 2025
March 11, 2025
The Markets What do weather and investing have in common? From 1991 to 2020, the average temperature of the United...
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