About Us

We believe traditional analysis only gets you so far. That’s why we use innovative behavioral practices to get a better understanding of your entire financial picture. It’s about everything that affects your wealth, not just your monetary decisions, but your challenges and concerns, hopes and dreams, values and ambitions. By taking the time to go beyond the numbers, we create a plan that is designed to work towards your vision for the long term.


A waymark points travelers in the right direction along their journey. We look forward to guiding the way to the life you want.

Contact Us

Is there a lot going on in your financial life and you’re ready to get a plan in place?  Let's schedule an introductory call!