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 LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and to trusts and estates across multiple states. Services include discretionary portfolio management, customized financial plans, and referrals to other professionals (for example, tax or legal specialists) as appropriate to a client’s situation. The firm follows a primarily long-term, fundamental-analysis approach and builds diversified portfolios that favor low-cost mutual funds and ETFs while using active funds, individual stocks, or bonds when appropriate or requested by clients. Portfolio construction explicitly considers each client’s tax circumstances, time horizon, and risk tolerance, and the firm monitors accounts for rebalancing and for reasons such as tax-loss or gain harvesting and cash needs. Noteworthy aspects of the firm include its solo-practitioner structure combined with a relatively small client roster but substantial assets under management, indicating higher-than-average asset concentration per client. The firm’s principal holds a CFP credential and long industry experience at a large financial services firm; the brochure also discloses that the adviser ceased facilitating cryptocurrency transactions, does not take custody of client assets, maintains a reciprocal business-continuity relationship with another advisory firm, and has informed clients of an intention to withdraw as an investment adviser in 2026.

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.