Waypoint Wealth Management

We are an independent, fee-only Registered Investment Advisor firm, serving individuals and families who appreciate having a trusted partner to help them with their financial lives. We are on your side in a close, caring relationship filled with plain-spoken advice and experienced perspective. We help you move past financial conflicts and complexit... ies to a place where you can gain peace of mind with their retirement and investment planning. On Your Side Our decision to hold ourselves to the Fiduciary Standard is the best way we know to minimize conflicts of interest that can often occur in the financial services industry. Quite simply, its a good way to do business for us and for you. Experienced Perspective, Plain-Spoken Advice With our roots dating back to 1996, we help families and individuals establish ideal waypoints along their financial journey: Waypoints for calmly considering next steps until their financial balance is in place. With our personal approach and independent perspectivealong with a national community of like-minded fiduciary advisors (through the BAM Alliance)were able to deliver the promise of true wealth management. Making Good Decisions Whether those decisions are about investing, determining appropriate risks, or realizing your financial dreams, well help you Find Your Way. Began his financial career in 1998 with Legg Mason in Baltimore; subsequently joined a nearby financial advisory firm and specialized in retirement planning and investment management Bachelor of Arts in Economics, St. Marys College of Maryland Originally from Harford County; resides with his wife and three children in Carroll County, Maryland From early on and in my college days, I was hooked on investing and knew that I wanted to be a financial professional. I wrote my senior thesis on the subject, tracked mutual funds in a red spiral notebook and would watch CNBCs Power Lunch with Bill Griffith. Back then (the 1990s) I spent time interning for a variety of financial firms, with a bigger goal to join Legg Masona ...Read More