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
Teresa BrokawStart the Conversation!
425.361.0707
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