About Waterford Advisors
More Than Financial Advisors – We're Your Dedicated Partners.
At Waterford Advisors, we approach financial guidance with a distinct perspective. Our firm is built on a deep commitment to understanding your individual aspirations and the core elements that define your financial objectives. We believe the most effective financial strategies emerge from strong client relationships and a clearly articulated vision for the future. For us, it’s about more than managing assets; it’s about partnering with you to navigate life’s financial journey with clarity and confidence.
Meet the Team
The heart of Waterford Advisors is our people. Each member of our team brings a unique blend of experience, expertise, dedication, and a genuine desire to see you succeed. We pride ourselves on being approachable, knowledgeable, and always putting your interests first. We invite you to get to know the professionals behind the success of our firm and our clients.
Why Choose Waterford
Your Goals Are Our Blueprint.
In a world often distracted by market noise and short-term trends, we remain steadfastly goal-focused and plan-driven. Your unique objectives – whether it’s a comfortable retirement, securing your family’s legacy, or funding a lifelong dream – are the very foundation of our process. We work with you to define these goals clearly, then craft and diligently implement a personalized financial plan designed to turn them into reality.
Advice You Can Trust, Always.
As independent advisors, our recommendations are driven by one thing: what’s best for you. We provide objective, unbiased financial planning advice, free from the conflicts of interest that can arise with proprietary products. Our commitment to unquestionable ethics is unwavering. This means transparent communication, a clear explanation of our strategies, and a dutiful dedication to acting in your best interest, every single time.
Deeply Personal, Proudly Local.
We believe that exceptional financial guidance requires a truly personal touch. That’s why we choose to work with a limited number of families and individuals – it allows us to deliver the highly personalized, attentive service you deserve. We take the time to get to know you, not just your finances. As a firm proudly rooted in Western New York, we’re also deeply invested in our community. We’re your neighbors, and we’re passionate about contributing to the success and well-being of the region we all call home.
Our Professional Memberships & Affiliations
The Company We Keep
We’re proud to call Western New York home. And we’re just as proud to support some amazing organizations throughout the year.
