A complete list of active advisors currently associated with Waypoint Wealth Management

Warmer can help you find a great advisor at Waypoint Wealth Management or one who fits your needs even better.

Waypoint Wealth Management is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, qualified retirement plans and businesses. The firm manages client portfolios and also offers consulting on income and estate tax planning, college planning, insurance analysis and retirement planning. The firm’s investment approach is long‑term and grounded in Modern Portfolio Theory, favoring diversified, buy‑and‑hold allocations implemented primarily through passively managed mutual funds and ETFs, including access to Dimensional Fund Advisors (DFA) funds. WWM typically develops written investment policy statements, may use model portfolios, monitors accounts regularly, and may retain a third‑party manager to oversee fixed‑income portfolios. WWM maintains a formal relationship with Focus Partners Advisor Solutions for trade processing, back‑office services and sub‑advisory support, and has a succession agreement with Focus Partners Wealth, LLC—arrangements that distinguish its operational and continuity planning from many peers. The firm also commonly provides financial planning at no additional charge to advisory clients, delegates fixed‑income trading to an external manager when appropriate, and does not vote client proxies, leaving proxy voting to clients.

To learn more about the advisors currently working at Waypoint Wealth Management, 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.

Name	Location	Years of experience
Peter Dixon	Timonium, MD	23

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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