Find Your Way at Waypoint Wealth Management
We are an independent, fee-only Registered Investment Advisor firm, serving individuals and families who appreciate having a trusted partner to help them with their financial lives. We are on your side in a close, caring relationship filled with plain-spoken advice and experienced perspective. We help you move past financial conflicts and complexities to a place where you can gain peace of mind with your retirement and investment planning.
On Your Side — Our decision to hold ourselves to the Fiduciary Standard is the best way we know to minimize conflicts of interest that can often occur in the financial services industry. Quite simply, it’s a good way to do business — for us and for you.
Experienced Perspective, Plain-Spoken Advice — For over 20 years, we’ve helped families and individuals establish ideal waypoints along their financial journey: Waypoints for calmly considering next steps until their financial balance is in place. With our personal approach and independent perspective—along with a national community of like-minded advisors (through Focus Partners Advisor Solutions)—we’re able to deliver the promise of true wealth management.
Making Good Decisions — Whether those decisions are about investing, determining appropriate risks, or realizing your financial dreams, we’ll help you Find Your Way.
At a Glance:
- Began his financial career in 1998 with Legg Mason in Baltimore; subsequently joined a nearby financial advisory firm and specialized in retirement planning and investment management
- Past President and Chairman of the Board for the Financial Planning Association of Maryland
- Member of NAPFA – the country’s leading professional association of Fee-Only financial advisors
- Bachelor of Arts in Economics, St. Mary’s College of Maryland
- CERTIFIED FINANCIAL PLANNER™ professional
- Originally from Harford County; resides with his wife and three children in Carroll County, Maryland
Pete’s Perspective:
“From early on and in my college days, I was hooked on investing and knew that I wanted to be a financial professional. I wrote my senior thesis on the subject, tracked mutual funds in a red spiral notebook and would watch CNBC’s “Power Lunch” with Bill Griffith. Back then (the 1990’s) I spent time interning for a variety of financial firms, with a bigger goal to join “Legg Mason”—a big name in Baltimore at the time. I thought I could build a successful career by climbing the corporate ladder, and I achieved my goal of being hired there just as I was completing my final college semester.
As is so often the case in life, once I’d realized my dream of getting into the industry, I also realized my priorities had changed. While I still wanted to be a financial adviser, I soon realized that working in a more closely held firm and ultimately with a firm like Waypoint would allow me to provide the best advice possible to clients.
Early on in my career I had no idea how gratifying it could be to help someone manage their money and their retirement plan—but it really is. It is a great responsibility to advise someone on their life’s savings, and very rewarding to help put all the financial puzzle pieces together for them. I’ve seen so many people who have done a great job saving over their working lives, but in their mid to late career they realize the importance of having someone they trust that they can turn to for advice. It is so enjoyable to watch clients worry less about money and enjoy life more. That is a great feeling, and it’s what gets me out of bed each morning. I’m grateful for the opportunity to do this for a living.” > CLOSE BIO
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