Choice Wealth Advisors

Choice Wealth Advisors is a financial planner in Waterville, Maine, serving individuals, families, and small businesses with personalized wealth management and retirement income planning. The firm specializes in helping clients achieve long-term financial goals, including early retirement, college savings, and philanthropy, with a client-centered approach that emphasizes understanding each person’s unique life vision. Based on their website and consistent service focus, the firm has built a reputation for integrity and personalized guidance, reflected in a 5.00 rating from satisfied clients. Their service area includes the Greater Waterville region, with a strong local presence since their founding in 2006.

Founded in 2006, Choice Wealth Advisors operates as an independent firm, enabling objective financial advice tailored to individual needs, values, and risk tolerance. The firm’s team approach emphasizes building personal relationships to develop comprehensive financial strategies that evolve with clients’ changing circumstances. With over a century of combined experience among its advisors, the firm offers expertise in retirement planning, wealth accumulation, business retirement plans, and investment management. The team includes certified professionals such as Christopher A. Markos, CFP®, MBA, Matthew J. Libby, CFP®, MBA, Rick Whalen, AIF®, and Shannon Leonard, who together provide in-depth knowledge and ongoing support to help clients simplify their financial lives and pursue their goals with confidence.

The firm is located at 325D Kennedy Memorial Drive in Waterville, Maine, situated about a quarter-mile from Kennedy Memorial Drive, a short distance from Perkins Stream, and within a mile of the Waterville Robert LaFleur Airport. It lies near Sterling Street Playground and the Pine Ridge Golf Course, placing it in a quiet, accessible part of the city with easy access to local amenities and transportation.

Choice Wealth Advisors is known for its deep commitment to client success, combining professional expertise with a compassionate, responsive service model. Their consistent 5.00 rating and long-standing presence in the community reflect a trusted reputation for reliability and personalized financial guidance. As a leading financial planner in Waterville, the firm stands out for its focus on helping clients live life on their own terms through thoughtful, sustainable financial planning.