Welcome To Waypoint Financial
Learn More About Our FirmNavigating Your Course To Financial Success
Learn MoreHelping You Focus On What's Important
Learn MoreIt's Time to Chart Your Course To Financial Success
Waypoint Financial is an Independent Financial Planning Firm located in the Houston suburb of Friendswood. We’ve been helping Individuals, Families, and Businesses, in this area and beyond, for more than 20 years. With broad experience in every aspect of Financial and Retirement Planning, we can deliver an Integrated Financial Plan that is customized to meet your financial goals.
If you're a current client, you'll discover links to access your account, make appointments with us, obtain up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor.
If you're not currently acquainted with our firm, this website will help you to get to know us and understand how we can help you get to that point where you are confident in your journey to financial success.
We appreciate your interest in our firm and sincerely look forward to serving you!

How We Help
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Who We Are
Years of experience have prepared us to guide you through your life transitions.