Dublin, PA Office
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Waypoint Financial, LLC
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About
Waypoint Financial, LLC serves individuals (including high-net-worth clients), small businesses, and 401(k) plans, providing investment management, comprehensive financial planning, and fee-based fundamental research. The firm manages tailored portfolios and planning engagements for a small client base (roughly 60 clients) with about $37 million in discretionary assets under management.
The firm primarily employs passive investment management, constructing portfolios from index mutual funds and exchange-traded funds guided by client-specific investment policy statements and tax considerations. Alongside its passive implementation, Waypoint produces fundamental research and provides that research on a non-discretionary, fee basis, and integrates portfolio decisions with broader financial planning work.
Notably, Waypoint offers participant education for 401(k) plans and related workshops, an offering that is uncommon among similarly sized advisors. The firm’s combination of paid standalone fundamental research, both fixed-fee and hourly planning options, and a small two-advisor team managing individualized relationships distinguishes it from many peers.
Based on Waypoint Financial, LLC
Expertise
Based on Waypoint Financial, LLC
Location
Dublin PA
Advisors at this office
1
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