Choice Wealth Advisors

Choice Wealth Advisors is a financial planner in Waterville, Maine. The firm specializes in wealth accumulation planning for individuals approaching retirement and retirement income planning for retirees, and it serves individuals, families, small businesses, and nonprofits across Greater Waterville. Founded in 2006, the firm is independent, which it describes as allowing it to provide objective advice. Its advisors recommend financial solutions reflecting each client's needs, values, and risk tolerance, and clients receive a clear understanding of their financial goals, a defined roadmap for pursuing them, and ongoing guidance to adjust that roadmap as needs change. The practice holds a rating of 5.00 from the customers who have reviewed it.

The team brings several decades of combined experience in financial services. Christopher A. Markos, CFP, MBA, a Partner Financial Advisor, has worked in the industry since 2006, focusing on retirement and income generation planning, business retirement plans, and wealth management advising; he completed the Financial Planning Program through Boston University, earned an MBA from Southern New Hampshire University and a B.S. from Bentley University in Accounting with a minor in Computer Information Systems, and holds Series 7 and 66 registrations and a Maine Life and Health insurance license. Matthew J. Libby, CFP, MBA, is also a Partner Financial Advisor, and Rick Whalen, AIF, is a Financial Advisor. Shannon Leonard serves as Client Service Coordinator.

The firm takes a team approach to building and pursuing financial goals, with experience spanning a range of financial categories. It maintains a resource library covering topics including college savings, emotional versus strategic decisions, safeguarding purchasing power across generations, debt versus investment, year-end planning and wealth-building strategies, and traditional versus Roth IRAs.

The office sits at 325D Kennedy Memorial Drive, about half a mile from Perkins Stream and roughly a mile from Waterville Robert LaFleur Airport. Sterling Street Playground is under a mile away, and Pine Ridge Golf Course is a short distance beyond it.

Choice Wealth Advisors pairs independent, objective guidance with a team of credentialed advisors, a combination built for the retirement and investment management needs of Waterville-area families and businesses.