Telling a Story
At Avery Rock Financial LLC, we approach financial planning with the belief that financial planning is like writing a story. Just like any other story, your story contains multiple chapters, each with its own focus. Our goal is to help you identify the focus of each chapter and then help you write the best story possible.
Knowing How We Help
About us
As a Registered Investment Advisory (RIA) firm in central Maine, we operate in a fiduciary capacity, always putting our clients’ best interests ahead of our own. Our services include vast range of customization to serve the financial industry. Our firm was founded by David Giles who has a passion to serve and provide quality resources to those who need help.
Our Mission
We aspire to craft a financial story for clients through active engagement. We prioritize (1) listening to client’s needs, (2) maintaining honesty and transparency throughout our interactions, (3) fostering productive working relationships, and (4) continuously evolving to ensure the provision of exceptional service to our clients.
Clients Served
Our clients fit the description of the “ordinary” individual. Whether it’s emergency funds, educational planning, personal IRAs, or retirement, we understand those who work hard, raise families, and face challenges planning for the future. Due to David’s experience with 20+ years with the Maine National Guard, he has developed a specialty for families and individuals who have served our country.
Investments
Financial Planning
Corporate RIA
Financial Literacy
Financial Stories by David Giles
The Avery Rock Team
We embrace a collaborative methodology with a network of professionals to write our clients’ financial story. Our partnerships span across Investments, Financial Planning, Corporate RIA services, and Financial Literacy. Our approach ensures comprehensive support for clients in optimizing their financial strategies.
David Giles
B.A. Financial Planning
Avery Rock Financial
Founder of Avery Rock Financial LLC, David’s journey is marked by a commitment to service. He has a bachelor’s degree in Financial Planning from Husson University and has spent 22 years in the military, in the field of cybersecurity.
David has forged a unique path, blending his military expertise with a passion for financial planning and IT. David Giles is not just a financial advisor; he is your partner for a financial success story.
Caleb Warren,
CFP®, CPFA™
Warren Financial
Caleb operates Warren Financial in partnership with Avery Rock Financial to empower individuals and families for a quality life. Caleb and David met during their time spent together attaining bachelor’s degrees in Financial Planning at Husson University.
Known for his holistic approach, Caleb guides clients toward their financial goals with expertise and personalized care.
Charles Schwab
Custodian