Unbiased
Advice
Waypoint Financial is an independently owned firm with no allegiance to anyone but our clients. We are not required to promote products or services. Our advice is totally centered on our clients' goals.
Knowledge, Experience, & Reach
Over 30 years of experience working directly with clients up and down the Eastern Seaboard and as far west as California. This experience allows for valuable insight to guide clients through many kinds of situations and economic environments.
Disciplined Approach to Investing
We believe a disciplined, conservative, balanced approach to investing is the wise approach to seeking financial independence. Meet with Keith Fosler to evaluate your current portfolio and, if needed, help you make adjustments so you'll have a plan that addresses your long- and short-term goals.
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!