Wayfinding Financial, LLC
Wayfinding Financial, LLC is a fee-only Registered Investment Advisory Firm headquartered in Lynnwood, Washington. Founded in 2020, the firm specializes in providing comprehensive investment advice, financial planning, portfolio management for individuals and small businesses, and pension consulting services. With a team of 4 employees, Wayfinding Financial serves a diverse client base including individuals, high net worth individuals, small businesses, and charitable organizations. The firm’s client-focused, fee-only structure emphasizes unbiased advice, ensuring that recommendations align with clients’ best interests.
Investment Strategy
Wayfinding Financial, LLC adopts a client-centric approach focused on personalized financial planning and portfolio management. The firm provides tailored investment advice designed to help clients achieve their unique financial objectives. Investment strategies include asset allocation, market timing services, flexible fee structures (percentage of AUM, hourly, fixed fees), and portfolio construction that caters to individuals, high net worth individuals, and small businesses. As a fee-only adviser, the firm’s investment philosophy avoids product commission conflicts and prioritizes the long-term financial well-being of its clients, providing educational seminars, workshops, and ongoing support.
Top Holdings
Equity Positions (145)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 11.61% | $26.0M | 48,462 | $335.95 | $497.41 | +$7.4M |
N NVDA | NVIDIA CORPORATION COM | 5.88% | $13.1M | 72,989 | $33.64 | $157.99 | +$5.0M |
I IVV | ISHARES CORE S&P 500 ETF | 4.97% | $11.1M | 17,528 | $472.58 | $620.90 | +$1.1M |
L LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 4.33% | $9.7M | 88,139 | $107.41 | $109.61 | +$2.0M |
S SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 4.05% | $9.1M | 269,326 | $32.54 | $33.58 | -$275.0K |