Broker Check

About Us

Lisa Waterman CFP (R) has 30+ years experience in the financial services business.  Collaborating, trusting, and sharing are key components of our success.   

Through our association with Royal Alliance Advisors, and other key strategic partnerships, we offer a full cache of services, resources, and products ready to deploy in answer to client needs.  Waterman Financial Services also engages regularly with local client accountants and attorneys who bring respected advice and guidance.

Financial decisions can be hard to bear alone.  You will find both a friend and partner at Waterman Financial Services.  We seek to understand your unique situation and bring our experience to help create the financial future you and your family deserve.  




Our Primary Purpose

Established in Fort Wayne, Indiana, in January 2014, Waterman Financial Services LLC serves clients in the greater Fort Wayne, IN, area.  Lisa Waterman is a Certified Financial Planner (CFP) which designates expertise in FIVE KEY AREAS including investments, tax, estate planning, retirement planning and insurance.  Given some 25+ years serving in Wealth Management, she also brings clients a fully engaging experience of finance and investments, mixed with practicality. 

Through our affiliation with Royal Alliance Advisors, and other key strategic partnerships, we offer a full cache of services, resources, and products ready to deploy in answer to client needs.  Waterman Financial Services also engages regularly with local client accountants and attorneys who bring respected advice and guidance.   


Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal, along with offering practical, easy to understand guidance along the way. 

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap the rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Have a Question?

Thank you!
Oops!

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.



Thank you! Oops!