Waterford Financial Management, LLC

Overview

Waterford Financial Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges fees using a mix of assets-under-management percentages as well as hourly and fixed-fee arrangements. Waterford is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives