Founded in 2009, Waypoint Financial Partners, LLC is a registered investment advisory firm based in Oakland, California. The company operates as a fiduciary, committed to providing objective and personalized financial advice tailored to its clients' unique circumstances and goals. Their core services include comprehensive financial planning, investment management, retirement planning, and estate planning. As a fee-only firm, they are compensated solely by their clients, which aligns their interests and avoids conflicts of interest associated with commissions or product sales.

Founded in

United States