About Us

Wayfinding Financial is an independent, SEC-Registered Investment Advisor firm that provides clients with objective, transparent, and a collaborative team approach to wealth management. 

Our mission:  Our group focuses on reducing our clients’ anxiety by establishing a clear path for them to follow and guiding them along their journey. Our individual planning approach combines wisdom, insight, and a deep understanding – not just for a client’s goal and objectives, but also for their lives, family, interests, and passions. If you would like to add clarity to your financial future and enhance your confidence in your ability to achieve your life goals, please contact us today.

Our History

Don starts his career in the financial industry.

Teresa becomes a CFP®.

Teresa leaves the Bank of America Private Bank department and joins Merrill Lynch.

Don and Teresa form the O’Neal & Brokaw Group while at Merrill Lynch.

Don becomes a CFP®.

Trent starts his financial career, joining Don & Teresa at Merrill Lynch.

Teresa becomes a CRPC®.

Don, Teresa, and Trent begin a process of due diligence in creating a new independent practice.  

The O’Neal & Brokaw Private Retirement Group leaves Merrill Lynch and opens its doors with Wells Fargo FiNet, creating a new independent practice.  

Trent becomes a CRPC®.

The O’Neal & Brokaw Private Retirement Group changes its name to Wayfinding Financial.

Wayfinding Financial registers with the SEC as a Registered Investment Advisor (RIA) firm, cutting all ties with big brokerage and banking firms.

Our Team

Donald O’Neal
CFP® / Managing Partner

“Don’t be afraid to give up the good to go for the great.” — John D. Rockefeller

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Teresa Brokaw
CFP® / CRPC® / Senior Partner

“Dream higher than the sky and deeper than the ocean”

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Trent O’Neal
CRPC® / Partner

“You miss 100 percent of the shots you don’t take.” — Wayne Gretzky

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Start the Conversation!

425.361.0707

19020 33rd Ave W, Ste 390
Lynnwood, WA 98036

Kristen Christensen
Client Relationship Manager

“In my experience there is no such thing as luck.” — Obi-Wan Kenobi

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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

Sign up for free financial planning tools

 

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