Waypoint Financial Planning, LLC

Overview

Waypoint Financial Planning, LLC is a small, independent registered investment adviser focused on individual and family clients and small-business portfolio management. The firm offers comprehensive financial planning and discretionary portfolio management alongside hourly and fixed-fee engagements, giving clients flexibility in how they engage. Investment activity centers on pooled public funds and mutual funds for core exposures, with limited use of third-party alternative managers—specifically private credit—to add income and diversification to client portfolios. The firm does not position itself as an ESG-focused or multi-state adviser and appears structured as an owner-operated practice serving a concentrated client base.

Assets & Accounts

Investments & Alternatives

Location & Offices