Broker Check

Climb Every Mountain

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. 

Let's Talk

Our Services

We are Waypoint Partners, an independent financial firm in Orange Village, OH. We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Wealth Management

Wealth Management

Create an investment strategy that's right for you.

Learn More
Corporate Retirement Services

Corporate Retirement Services

Optimal Support for Employer Plans

Learn More
Estate Planning Strategies & Business Owner Planning

Estate Planning Strategies & Business Owner Planning

Manage your affairs during your lifetime and beyond.

Learn More
Insurance 

Insurance 

A sound insurance strategy can help protect your family from the financial consequences of those events.

Learn More

What Our Team Has to Say:

True wealth does not stay in pockets and rest in lockers. It dwells inside the heart and the mind.

- Waypoint Partners

READY FOR A NEW DIRECTION?

We help people figure out where they want to go and how to get there. Let us know when you’re ready to take a step in a new direction.
Let’s explore your goals together.

Contact Us

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Learn More
Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn More
Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.
Learn More