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.

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.

BE CONFIDENT IN YOUR FUTURE

Working together, the Wayfinding team uses years of experience, financial planning knowledge and vast resources to provide highly personalized client experiences and exceptional service.
We do not work on commission. We are always on the same side of the table as you, providing advice that is in your best interests.
We are highly credentialed professionals serving multiple generations of clients. As a result of the long and active  pursuit of knowledge through study and sharing of ideas, our Wayfinding advisors set the standard for advice and service in our industry.
Employee ownership means we’re a truly independent firm and focused on the long term needs of our clients.