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Our Mission

How We Work

Waterman Financial Services was created to offer clients local, personalized service in a comfortable, non-threatening environment.  Our mission is to personally help you understand financially what you have, what you need, and how it all fits together into your overall plan. 

As an independent advisory practice, Waterman Financial Services offers financial planning and investment advisory services based on what is in your best interest.  We believe in “out of the box” thinking and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. Every solution is carefully crafted based on the needs of its owner.  No cookie cutter approach here.   

At Waterman Financial Services,  We have YOU —and only YOU —in mind as we craft financial solutions.  

Our job is to get to know you so we can best understand how to help and give you the guidance you seek.  Your job is to be open and share!  No need to come up with lofty goals or technical jargon to explain yourself.   

From investments to insurance, the professionals at Waterman Financial Services can help!   We develop, implement, and monitor strategies that are designed to help you become financially successful.  All of our energy, commitment, and efforts are focused uniquely on YOU!

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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