Your Goals, Professionally Planned
From your first retirement account to a full financial plan, Waypoint Advisory Group connects members with an advisor who works for you.
Financial Planning, Not Just Investing
Waypoint Advisory Group helps members build a savings and investment plan, plan for retirement income, protect their family with the right insurance, and save for college.
Meet Our Team
Get to know the advisor and support team behind Waypoint Advisory Group.
Meet the Team
Guided Wealth Portfolios
A professionally managed portfolio you can start with as little as $5,000.
See How It WorksFrequently Asked Questions
No. Investment and insurance products offered through LPL Financial are separate from your Waypoint deposit and loan accounts. They aren’t insured by NCUA and can lose value.
An initial consultation is complimentary. No cost, no obligation.
Yes. Whether you’re already retired, getting close, or just starting to save, an advisor can help build a plan around your specific timeline and goals.
Talk to Someone Who Knows the Whole Picture
A complimentary first conversation.
Whether you’re just getting started or refining a plan you already have, a conversation costs nothing and commits you to nothing.
Important Disclosures
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Waypoint Credit Union (WCU) and Waypoint Advisory Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Waypoint Advisory Group, and may also be employees of WCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, WCU or Waypoint Advisory Group. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency, Not Bank Guaranteed, No Bank Deposits or Obligations, May Lose Value. Waypoint Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. lpl.com/CRS