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

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.

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.

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



Young Professionals

Private Clients

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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