Wayfinding Financial

Wayfinding Financial is a Financial Planner in Lynnwood, WA. The firm provides independent financial planning and professional wealth management for individuals, families, and businesses. Services include guided investing, wealth management, and financial planning, with automated technology used to make investing more accessible. The team works to reduce client anxiety by establishing clear paths and offering individualized planning that considers clients' lives, family, interests, and passions. The firm holds a 5.00 rating.

Wayfinding Financial operates as an independent, SEC-Registered Investment Advisor. The practice traces its roots to 1978, when Don began his career in the financial industry. Teresa became a CFP® in 1999, then left the Bank of America Private Bank department to join Merrill Lynch in 2000, where Don also became a CFP® and where Don and Teresa formed the O'Neal & Brokaw Group in 2002. Trent started his financial career joining Don and Teresa at Merrill Lynch in 2008, and Teresa earned her CRPC® designation in 2009. In 2012, Don, Teresa, and Trent began due diligence to create a new independent practice. The O'Neal & Brokaw Private Retirement Group left Merrill Lynch in 2013, opening with Wells Fargo FiNet. Trent became a CRPC® in 2016, and the group changed its name to Wayfinding Financial in 2018. The firm registered with the SEC as a Registered Investment Advisor in 2020, cutting all ties with its prior broker-dealer relationship.

The team is led by Trent, Partner and Chief Compliance Officer, who holds a degree in Finance and Economics from the University of Nevada and focuses on investment strategy, portfolio monitoring, and client education. Cathie, a Partner with over 20 years in the financial industry, joined Wayfinding Financial in 2021 after a career that began in banking. Shanice Dawson serves as Client Relationship Manager, bringing 10 years of experience in client relationships, operational process optimization, and regulatory compliance. By separating advice, custody, and investment vehicle selection, the firm upholds the fiduciary standard and partners with respected wealth management support providers.

Wayfinding Financial brings decades of combined experience in independent financial planning to Lynnwood, helping individuals and families navigate retirement and wealth management with clarity and confidence.

Wayfinding Financial is on 33rd Ave W in Lynnwood, WA, within a short walk of the Virginia Mason Lynnwood Medical Center and less than a quarter mile from Alderwood Towne Center.

On BizScoreAI, Wayfinding Financial earns a Technical score of 72 out of 100, described as solid. This score measures whether the website is technically sound, secure and indexable, so search engines can read it without errors, which helps the firm's online presence be found by people searching for financial planning services.