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Let’s build your
wealth together.

Wayfinding Financial provides independent financial planning & professional wealth management dedicated to helping you reach your goals.

What We Do

Financial Planning

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.

Wealth Management

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.

Guided Investing

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.

Business Owners

Pre-Retirees

Retirees

Young Professionals

Private Clients

Featured Articles

Our Promise

Your interest is our top priority, so we’ve designed
our firm from the ground up to help you:

Plan with individually
and invest with confidence

Focus on what
you care about

Define and
prioritize goals

Access resources
dedicated to your security

Take your finances into your own hands

Let’s Talk

Take your finances into your own hands

Let’s Talk
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Chartered Retirement Planning Counselor and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. Authorization to use the marks is awarded to individuals who meet the initial and ongoing designation requirements.