# Choice Wealth Advisors LLC
Source: https://planprovider.pro/provider/choice-wealth-advisors-llc

> Founded in 2018, Choice Wealth Advisors LLC is a registered investment advisor based in Waterville in Central Maine, serving clients across the greater Water…

Retirement Plan Advisor

Waterville, ME

## About Choice Wealth Advisors LLC

<p>Founded in 2018, Choice Wealth Advisors LLC is a registered investment advisor based in Waterville in Central Maine, serving clients across the greater Waterville area.</p>

<p>The firm provides wealth management with an emphasis on retirement income planning, investment management, and financial planning. It works with individuals and families as well as businesses and non-profit organizations, and it can act in a 3(21) fiduciary role for retirement plans.</p>

<p>Choice Wealth Advisors’ team includes financial advisors Christopher A. Markos, Matthew J. Libby, and Rick Whalen, along with Client Service Coordinator Shannon Leonard. Clients who want one place to coordinate investments with insurance, tax, and estate planning often look for this mix of services under one advisor.</p>

<p>As of 2026, the firm reports $0.3B in assets under management. It is listed in our directory of <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p>

<ul>
<li>Registered investment advisor (RIA)</li>
<li>Founded: 2018</li>
<li>Headquarters: Waterville, Maine (Central Maine)</li>
<li>Services: 3(21) fiduciary support</li>
<li>AUM: $0.3B (2026)</li>
</ul>

Website: [https://www.choicewealthadvisors.com/](https://www.choicewealthadvisors.com/)

Founded: 2018

## Office Locations

- Waterville, ME (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $293.7M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| ALCOM, LLC 401(K) PLAN|
ALCOM, LLC, ME|
$16M|
961|

| COMBINED MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN|
COMBINED MANAGEMENT, INC., ME|
$8M|
375|

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