About Us

Philosophy and Guiding Principals

Waypoint Financial is here to help you achieve wealth accumulation and retirement planning for individuals, families and small business owners. In today's volatile markets, families and business owners need a solid, trustworthy partner to help them plan and execute wealth accumulation and retirement income planning to help navigate through all of life's cycles.

Helping our clients with their needs, aspirations and expectations is our goal. We believe the ultimate goal of financial planning is to provide for our families, loved ones and give back to society. Our valued clients are friends and partners in the financial planning process.

Waypoint Financial is here to help in resolving financial challenges for our clients that will create financial confidence and leave an enduring legacy for our loved ones and the communities we live in.

About Keith Fosler

Keith Fosler

President - Financial Advisor

 

With over 30 years in the financial industry, Keith brings a vast wealth of experience and knowledge to the table. During his tenure he has also been on the management side of the business and has deep understanding of the financial services industry.

As a niche in his practice, he has become well versed at helping clients generate income and to develop income-biased portfolios for those clients in their retirement years.

He maintains a Series 7, Series 9, Series 63, Series 65 License, as well as Maine state insurance licensed.


Matt Fosler

Sales Assistant

 

Matt is a dedicated professional with a unique blend of experience in both the maritime industry and finance. As an officer in the United States Merchant Marine, Matt has developed a strong work ethic, attention to detail, and the ability to adapt to changing environments.

These skills have served him well in his current role as a sales assistant at Waypoint Financial. While he is relatively new to the finance industry, Matt's eagerness to learn and passion for helping others has allowed him to quickly become a valuable asset to the team. He brings a unique perspective to the table and is committed to helping Waypoint achieve its goals.

With his diverse background, Matt is an excellent addition to the Waypoint Financial team.


Sadie Stiles

Administrative Assistant

Sadie is an accomplished professional taking on the role of Executive Administrator at Waypoint Financial. She holds a Bachelor of Arts degree from Gettysburg College, where she was also a dedicated swimmer, balancing athletic commitment with academic achievement.

With 4 years of experience in real estate, Sadie has honed her skills in client relationship management and operational efficiency. In her role, she oversees administrative functions with precision and effectiveness, ensuring seamless operations and supporting executive leadership. Her proactive approach and attention to detail contribute to the firm's goals of delivering exceptional financial services.

Outside of her professional endeavors, Sadie enjoys exploring Maine's natural beauty alongside her dog, Delilah.

 

Planning is bringing the
future into the present...

so that you can do something about it now.

Interested in Seeing What We Could Do For You?

Contact Us Today!