Waypoint Wealth
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  • Our Solutions
    • Medicare
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  • Frogs From Heaven
Waypoint Wealth
  • Home
  • Our Solutions
    • Medicare
    • Waypoint Family Advisory
    • Families Saving Families
  • Become a Family Advocate
  • Wealth Reimagined
  • Investment Discipline
  • Our Advisors
  • Join Our Team
  • Frogs From Heaven

Our Team of Advisors

Matt Coakley

Matt Coakley

Matt Coakley

Man in a suit posing with arms crossed.

Chief Investment Officer

Ben Coakley

Matt Coakley

Matt Coakley

Portrait of a smiling man in a suit.

Investment Advisor Representative

Joe Young

Matt Coakley

David Plaisance

Hand holding a cup near food on a table.

Investment Advisor Representative

David Plaisance

David Plaisance

David Plaisance

Stacks of coins with financial graph overlay.

Investment Advisor Representative

Joe Casselman

David Plaisance

Joe Casselman

Man standing with hands in pockets, smiling at the camera.

Investment Advisor Representative

Robert Smith

David Plaisance

Joe Casselman

Investment Advisor Representative

Eric Kemna

Eric Kemna

Eric Kemna

Investment Advisor Representative

Disclaimer

 Wealth and investment advisory services and products are offered solely through Farther Finance Advisors, LLC (“Farther”), an S.E.C. registered investment advisor.  This material is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing always entails risk, including the possible loss of principal, and there is no assurance that any investment advice will guarantee performance over any period of time. For more details, see our disclosures in Form ADV Part 2. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy."

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