Waypoints Financial

Waypoints Financial is a registered investment advisor based in Sebring, Florida, providing personalized investment management and financial planning services. Waypoints manages portfolios through a bundled wrap fee program where all portfolio management, trade execution, and custody services are covered under a single fee. The investment strategy is customized for each client using fundamental, technical, and cyclical analysis, alongside a wide range of investment options including stocks, bonds, mutual funds, exchange-traded funds, options, and alternative investments. In addition to portfolio management, Waypoints offers standalone financial planning services covering cash flow, retirement, insurance, education savings, and estate analysis. Waypoints serves individuals, families, trusts, estates, charitable organizations, and business entities, and does not require a minimum investment to open an account.