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Let’s build your
wealth together.

Wayfinding Financial provides independent
financial planners & professional
wealth management tools—whenever you need them.

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.

Cash Management

Our personal financial advisors help you build a portfolio that leaves and distributes enough cash on hand to fund your daily life. We also provide tools on our website so you can plan this yourself.

Why Wayfinding Financial?

  • Independent and Unbiased
    Wayfinding has no ties to large banks or partnerships with specific financial products—our advice is 100% what we believe will get the best results for your situation in the entire market. Every one of our customers gets our full, personal attention.

  • Empowering and Collaborative
    We provide our customers with all the financial tools we use, so not only do you get a transparent look at our process, but you can take things into your own hands and determine your best path. When everyone has the same knowledge, we can work together on a plan you love.
  • Experienced and Successful
    Our team has decades of experience helping clients big and small grow their wealth and secure their futures, and have done the same for ourselves. With Wayfinding, you get access to advice that works.

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

Begin Your Risk Assessment

By filling out our risk tolerance survey, we can recommend financial solutions tailored to your needs.

Take your finances into your own hands

Let’s Talk


Sign up for free financial planning tools

Portfolio Stress Testing

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.

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