Venice, Florida
We focus on financial health,
so you can focus on life.
Waypoint Advisors is a boutique planning firm that pairs personal service with industry-leading technology. We draw from a deep pool of experience to offer unbiased advice, and we are proud to know every client by name.
One step at a time, the journey is part of the destination
We connect your financial health to the life you actually want to live, then build and adjust the plan as that life unfolds.
Step 01
Identify your core values
We start with what matters most to you, because a plan built on your values is a plan you can keep.
Step 02
Connect health to your life
We tie your financial health directly to the life you actually want to live.
Step 03
Understand your risk profile
We map your unique tolerance for risk so your portfolio fits how you are wired.
Step 04
Set clear financial goals
We define specific, meaningful goals to aim for and to measure progress against.
Step 05
Craft and adjust the plan
We build a financial plan and refine it as life, and the markets, change.
Step 06
Invest aligned to your plan
We create custom portfolios aligned with your plan, your risk profile, and your values.
Meet Adam
A trusted guide for the whole journey
Adam Carter, AIF®, BFA™, has spent more than 15 years helping clients connect their money to the lives they want to live. Being part of the journey as a trusted advisor is what he enjoys most about this work.
A native of Colorado and an experienced backpacking guide, Adam brings a relaxed, grounded approach to the serious and intimate work of financial planning, and a firm belief that the best results come one deliberate step at a time.
Client Resources
Secure access, always at hand
Sign in to your accounts and planning tools, or explore the calculators and videos in our learning center.
Calculators
Model retirement income, savings and other scenarios.
Open calculatorsVideos
Short explainers on the planning topics that matter.
Watch videosEvery plan is a route,
plotted point by point.
These links open the Waypoint Advisors website and partner login portals.
What affiliate means
An independent firm, with institutional backing
Waypoint Advisors is an independent firm, locally owned and operated in Venice, Florida. Advisory services are offered through WealthPLAN Partners, and securities through Osaic Wealth, Inc., member FINRA/SIPC.
WealthPLAN Partners, Waypoint Advisors and Osaic Wealth, Inc. are separate entities. Working with an affiliate means your relationship stays local — same office, same people, same phone number — while the resources of a national organization stand behind it.
Connect
Visit Waypoint Advisors
- Office
- 415 Commercial Court, Suite D
Venice, FL 34292 - Phone
- 941-412-0258
- adam@waypointadvisor.com