Our Mission
Avery Rock Financial empowers families and individuals to transform their financial lives by aligning their values with their financial decisions. As partners in this process, we guide clients in addressing immediate financial needs using innovative, practical solutions while, at the same time, guiding them in building a legacy of purpose, peace, and personal fulfillment.
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 Vision
Our vision is to transform the financial planning process by empowering individuals to take control of their financial story using a partnership approach. We believe financial planning should be simple, personalized, and even enjoyable, ensuring that every client feels confident, informed, and in control of their financial future—crafting a legacy of success that lasts for generations.
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