A complete list of active advisors currently associated with Waypoint Financial Planning, LLC

Warmer can help you find a great advisor at Waypoint Financial Planning, LLC or one who fits your needs even better.

Waypoint Financial Planning is a fee-only independent investment adviser that provides discretionary investment management and both project-based and ongoing financial planning to individuals — including high‑net‑worth clients — as well as charitable organizations, corporations, trusts, and estates. As of December 2025 the firm reported approximately $5.7 million in discretionary assets under management spread across seven client relationships. The firm establishes personalized investment policies and asset‑allocation targets using modern portfolio theory and a combination of passive and active strategies, with fundamental and cyclical analysis informing security selection and typically longer-term holdings. Clients receive either one‑time project plans or ongoing planning engagements that cover business planning, retirement and distribution strategies, tax and estate considerations, insurance review, and coordination with third‑party professionals. Notable features relative to many peers include a very small, concentrated client base and the firm’s broad client types (individuals, HNW, charities, businesses, and trusts) despite its limited scale and recent formation in 2025. The firm also offers access to a third‑party cash management program (Flourish Cash) to clients — a separate service from investment management — and the principal’s background includes both financial planning and prior management consulting experience.

To learn more about the advisors currently working at Waypoint Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.