Chart Your Financial Future
Welcome to your trusted partner in financial planning and investment management, where personalized solutions chart the course for your financial success. With our friendly guidance, understanding and navigating your financial trajectory has never been easier.
Waypoint Financial Planning is an independent, fee-only fiduciary firm committed to putting clients first. That means we’re only paid by you — not through commissions, product sales, or third-party incentives. We don’t sell products, earn kickbacks, or collect hidden fees. Our advice is unbiased, transparent, and entirely in your best interest. You’ll always know exactly what you’re paying and what you’re getting. No surprises. No conflicts. Just honest guidance that puts you first.
Who We Are
Meet Your Guide
Trevor Reece
I started Waypoint Financial Planning with one goal: to help individuals and families become exceptional stewards of their assets so that they can achieve their life goals.
Too often, I meet people who are anxious about money. The most common question I hear is, “Can we afford it?” — whether “it” is retirement, a career change, buying a home, starting a family, or investing in a meaningful experience. I’ve seen the confidence that comes from understanding your financial trajectory, but getting there is rarely easy.
I also see many families missing out on opportunities to protect and grow their wealth through strategies related to tax planning, charitable giving, insurance optimization, estate planning, and investment management.
As avid hikers and backpackers, my wife and I regularly check our route on each trip to ensure we arrive at our destination as planned; we have limited resources, and a wrong turn could be costly. That’s why I started Waypoint Financial: to help families do the same with their finances. With expert guidance, you can reach your goals faster, avoid missteps, and conserve more resources for the journey ahead.
My greatest privilege is helping people use their resources with intention — so they can go further, with greater confidence, and enjoy the journey along the way.
Our Services
Financial Planning
You wouldn’t start a backcountry trek without a map. The same goes for your financial life. Our planning process gives you a clear view of your financial path, helping you make confident decisions today while preparing for tomorrow. We build a holistic plan that informs your path and adapts as life changes.
Investment Management
A good map and steady pace matter on the trail — and in your portfolio. We manage your investments with a focus on your goals, risk tolerance, and values. Our approach emphasizes diversification, low costs, and tax efficiency with regular rebalancing to keep your portfolio on track for the long term.
Hourly Consulting
If you’re the type who needs a little guidance now and then — or have a specific question in mind — we offer hourly financial advice tailored to your needs. No long-term commitment, just thoughtful support when you need it.
