Broker Check

LPL Financial

Objectivity and independent thinking have always been the hallmark of advice from Waypoint Wealth Management. We are not "captive agents," nor do we represent any particular company's products. However, financial advisors require an institutional partnership through which they conduct business—we are affiliated with LPL Financial, a Registered Investment Advisor. LPL Financial offers no proprietary investment products, allowing us at Waypoint Wealth Management access to many investment options while avoiding conflicts of interest.

Of all the options of firms available to us, we chose LPL Financial because they provide us maximum support and flexibility as well as state-of-the-art research services and technology giving us the ability to focus on your life plans.

We believe that your life plans are best served from an independent perspective.  After all, your success is our success.