Wayfinding Financial provides independent financial planning & professional wealth management dedicated to helping you reach your goals.
What We Do
Whether you need help making your portfolio more tax-efficient, want to fund education for your children, or get a head start on estate planning, we can help you protect and direct your wealth.
With our team having several CFP® certificates on staff with decades of experience, we can provide a personal touch and specific advice to each of our clients for their unique situation. Plus, access the tools we use anytime you want.
Combine the benefits of a personal financial advisor with sophisticated technology, that provides personalized, objective advice through a digital process. Wayfinding gives you the tools, inspiration, and advice you need to start meeting your financial goals.
Who We Serve
Individuals, Families, and Companies
At Wayfinding Financial, our goal is to help you reach your goals, whether for your family, your business or yourself our priority is to deliver personal solutions that serve your needs.