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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. 

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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.

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Corporate Retirement Services

Corporate Retirement Services

Optimal Support for Employer Plans

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Estate Planning Strategies & Business Owner Planning

Estate Planning Strategies & Business Owner Planning

Manage your affairs during your lifetime and beyond.

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Insurance 

Insurance 

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

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What Our Team Has to Say:

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.

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Helpful Content

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

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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