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Waypoint Financial Partners, LLC


About Waypoint Franklin

The professionals of Waypoint Financial Partners focus on personal retirement planning – preparing you for, and getting you through, this important chapter of your life with financial freedom.

What We Do

Support your vision to live your financial future successfully

Provide innovative and practical financial strategies to our valued clients

Communicate complex financial issues in straightforward language to ensure our clients understand their options

Maintain a standard of professional excellence in an ever-changing financial marketplace

Offer a lifetime of service exceeding client expectations

Operate at all times with professional integrity and Godly principles


Team-Based Approach

Waypoint Franklin takes a unique, team-based approach to wealth management, allowing us to leverage a broad base of knowledge, expertise, and experience to best serve each client.


Individualized Financial Planning 

Waypoint Franklin emphasizes a client-centric planning approach. We get to know you, your hopes, dreams, and financial aspirations to prepare a financial blueprint that fits your current situation and aligns with your desired lifestyle during retirement.


A Wealth of Experience

Waypoint Financial Partners’ Franklin office has a diverse team of advisors and staff, who have worked collectively to implement hundreds of retirement plans.

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What We Offer

What We Offer


Financial Services

  • Retirement Income Planning
  • Asset Allocation Strategies
  • Wealth Management


Financial Planning

  • Retirement Income Planning
  • Wealth Management
  • Estate Conservation Strategies


Investment Accounts

  • Employer-Sponsored Retirement Plans
  • Investment Advisory Accounts
  • Individual Retirement Accounts (IRAs)


Investment Products

  • Mutual Funds, ETFs, Stocks, Bonds
  • Fixed and Variable Annuities
  • Alternative Investments


Risk Management

  • Risk Management Analysis and Education
  • Group and Individual Life Insurance
  • Disability and Long-Term Care Insurance


Our Team

Waypoint Franklin's Team

Visit Us

Waypoint Franklin

6840 Carothers Pkwy, Suite 100

Franklin, TN 37067

Phone: (615) 386-6381

Email: dallas@waypointfinancialpartners.com

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