Guided Investing2021-06-14T15:26:15+00:00

Guided Investing

A hybrid approach to self-directed 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.

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Our Guided Philosophy: We believe our clients best interests should come ahead of our own. We seek to be transparent, consistent and fair in our stewardship of your money.

Portfolio management features including:

1.

Automated rebalancing

2.

Tax-loss harvesting and asset location

3.

Tax-optimized sales for withdrawals

4.

Glided path rebalancing

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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Jay Winston
CFP® / Financial Advisor

“If one does not know to which port one is sailing, no wind is favorable.” — Seneca

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Michelle Wade
Client Relationship Manager

“Nobody’s a natural. You work hard to get good & then you work to get better.” — Paul Coffey

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Craig Roth
Client Relationship Manager

“Luck is found where opportunity and preparation meet.” — Seneca

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Start the Conversation!

425.361.0707

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

Frequently Asked Question’s

What is a Registered Investment Advisor?2020-01-20T22:24:06+00:00

A Registered Investment Advisor (RIA) is a fiduciary who has a duty to their clients, which means that have a fundamental obligation to provide investment advice that always acts in their clients best interest.

As an RIA, Wayfinding Financial can give advice on all aspects of your financial situation. We customize our advice to the needs of each client and construct a personalized plan that will meet your specific goals.

Does your company hold my money?2020-01-20T22:23:41+00:00

No, Wayfinding Financial does not hold custody over client assets. Most of our accounts are held securely by our custodian TD Ameritrade Institutional. Your assets are insured against fraud and bankruptcy to $500,000 by SIPC and up to $149.5 million per account through private insurance purchased by TD Ameritrade through Lloyd’s of London.

What is the cost structure for investment services?2020-01-20T22:23:20+00:00

Our cost for investment management services are asset-based. We do not charge commissions or even earn money when trades are placed in a client’s account. Our costs are calculated on the total value of your assets under management. This puts our loyalties in line with yours.

Are you a Fiduciary?2020-01-20T22:22:45+00:00

Yes, we are fiduciaries. A fiduciary is legally required to put your interest first. No sales of financial products. No split commissions. No nonsense.

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