Wayfinder is a different kind of financial advisory firm.
Forget suit and tie, in and out, polished presentations. You don’t want a bandaid. You want holistic, strategic care over your financial health with a fee you can understand. Wayfinder Financial is a full-service financial advisory firm offering everything you might expect from a traditional advisor. And we go further. Think life coach meets business coach meets wealth manager meets friend you text when you’re faced with a big decision. If that’s you right now, send us a text or email. No, really.
It looks like this
Kitchen conversations
Wise counsel
What’s life-giving?
Accountability
Transparent
40 clients
Revisit, often.
Generosity
Care
…not this
Polished presentations
Product pushing
What’s lucrative?
Agreeable
Hidden agendas
Hundreds
Set it, and forget it.
Greed
Commission
AS FEATURED IN
We work with a different kind of person.
Not everyone is a good fit for Wayfinder. And that’s okay. We work best with people looking for a deeper relationship with their advisor. Those willing to invite someone into their mess, and those who see money as a means to an end, not something to be idolized. Getting there takes work. The hard, roll up your sleeves kind of work. And that’s what we do – together.
This is how our clients work with us.
Text us before they decide to buy a car
Share their ‘expecting’ news before anyone
Invite us to their wedding
Meet us for coffee without an agenda
Seek encouragement in a tough season
Seek our input on big life changes like career choices
Talk about all the things - money, religion, politics, mental health…
Invite us into their disagreements
Work with us to align spending with their values and goals
We cap my business at 40 clients per advisor. It’s all about quality, not quantity - which benefits our clients more than the business.
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