Waypoint Financial is a Chicago-based wealth management firm that operates as a fee-only fiduciary, meaning it is legally obligated to act in its clients' best interests without earning commissions on product sales. The firm specializes in creating personalized financial plans for individuals and families, covering areas such as retirement planning, investment management, tax strategies, and estate planning. Their mission is to provide objective, expert guidance to help clients navigate their financial journey and achieve their long-term goals with confidence.

Founded in

United States