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Robert D
CFP®, Series 65
Milford, MA
Waypoint Financial Planning LLC
Robert Dossett is a CFP® professional and founder of Waypoint Financial Planning LLC in Milford, MA, with 15 years of industry experience. He has operated his independent advisory firm since 2011. Outside of financial advising, he is a minority investor in a company holding patents in the medical device field. Waypoint Financial Planning LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and trusts and estates across multiple states. The firm employs a long-term, fundamental-analysis investment approach and constructs diversified portfolios tailored to each client’s tax situation, time horizon, and risk tolerance.
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