“Planning is bringing the future into the present so that you can do something about it now.”

Waypoint Financial Planning is a fee-only fiduciary based in Marietta, GA, specializing in personalized financial planning and investment management. We build lasting client relationships rooted in trust, transparency, and thoughtful guidance so you can make confident decisions about your financial future.

What We Believe

  • At Waypoint, we believe a successful investment strategy is one designed for long-term success. That means no speculation, no shortcuts, and no attempts to time the market; just disciplined, time-tested strategies that thoughtfully balance long-term growth with your short-term goals.

  • Many people ask, “When can I retire?”. While software can generate an answer with basic inputs, we believe true financial planning requires a deeper partnership. At Waypoint, we take a holistic approach, considering your family, health, career, goals, estate plans, insurance needs, and more to build a financial roadmap that’s grounded in your real life, not just account balances.

  • Waypoint Financial Planning is a fee-only fiduciary, meaning we’re legally and ethically committed to acting in your best interest — always. We’re compensated solely by the fees you pay us, with no commissions, product sales, or hidden incentives. More than that, we believe being a true fiduciary means offering honest, objective advice, because your financial future deserves more than just agreeable answers. It requires honest guidance and unwavering integrity.

Who We Serve

  • Career Professionals

    We work with professionals across all industries (including small business owners) to optimize cash flow, accelerate savings, and build tax-efficient investment portfolios aimed at laying the groundwork for early financial independence.

  • Young Families

    For growing families, we provide integrated planning across education funding, life and disability insurance needs, retirement planning, and estate planning essentials. Our role is to help clients prioritize and fund multiple long-term goals with clarity and confidence.

  • Soon to be Retirees

    We guide clients through retirement readiness assessments to answer the question of “Can I retire?”. We assess pension and Social Security timing, Roth conversion opportunities, and investment risk to build a reliable, tax-efficient retirement income plan.

  • Retirees

    In retirement, our work centers on tax-efficient decumulation, ongoing portfolio management, and estate and legacy planning. We help manage RMDs, optimize giving strategies, and keep your plan aligned through evolving care needs, longevity risk, and family transitions.

About Trevor

Hey there! I’m Trevor Reece. I’m passionate about helping people achieve financial success and experience the freedom that comes from true financial security.

My journey into financial advising began with BCM Georgia’s Budget for Life Mentorship program, where I had the privilege of coaching families on budgeting, debt reduction, saving, and giving. I watched as the simple advice I gave slowly changed lives. That experience had a profound impact on me and made it clear that my calling was to help people make sense of their money.

Fast forward ten years, and I get to work with individuals and families from all walks of life, helping them tackle big financial decisions with clarity. Sometimes that means building smart strategies to hit retirement goals; other times, it means giving someone the confidence to stop saving and start spending on travel, grandkids, or memories they won’t regret.

I graduated summa cum laude from the University of Georgia with a BS in Mathematics and a BBA in Finance. I am a Registered Investment Adviser Representative (IAR) and a member of the XY Planning Network.

My wife Abbey and I love calling East Cobb home. When we’re not working, we’re usually on an adventure like the one pictured here or bike riding on the Silver Comet!