Waypoint Financial Partners, LLC / Equitable Advisors

Waypoint Financial Partners, LLC / Equitable Advisors is a financial planner in Cleveland, Tennessee. The firm provides comprehensive planning processes for individuals and businesses, specializing in retirement income, risk management for wealth preservation, and customized retirement blueprints. Serving thousands of clients across seven Tennessee office locations, the team manages over 1.80 billion dollars in assets.

The firm utilizes a team-based approach to wealth management, drawing on more than 200 years of combined professional experience. Their advisors focus on goals-based investment strategies, offering objective analysis and recommendations to help clients navigate complex financial decisions. The professional staff includes five CERTIFIED FINANCIAL PLANNER™ professionals and holds various designations from The American College, including an Advanced Estate Planner recognized by the National Association of Estate Planning Councils. As members of the Elite Planning Group within Equitable Advisors, the team has access to specialized support for pension, qualified plan, business, and estate planning strategies.

The office is located on N Ocoee St, situated near the intersection of North Lee Highway and Keith Street, and is a short distance from the Fillauer Branch.

Waypoint Financial Partners, LLC is recognized for its commitment to professional excellence and its client-centric focus. The firm is known for providing personalized service and dependable, professional guidance through all stages of life, ensuring clients have the resources necessary to achieve their long-term financial goals.

The team provides the specialized expertise and dedicated care necessary to navigate your financial journey in Cleveland.