Waypoint Wealth Management
Waypoint Wealth Management (CRD# 155574) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $126,227,873 in 511 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management126MILLION
-
Total Number of Accounts511ACCOUNTS
-
Average Account Value$247,021
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

MD
Peter Dixon (CRD# 3083659) is an Investment Advisor Representative working at Waypoint Wealth Management in Lutherville-Timonium, MD and has over 14 years of experience in the finance industry. Peter Dixon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Callan (CRD# 2807449) is an Investment Advisor Representative working at Waypoint Wealth Management in Lutherville-Timonium, MD and has over 21 years of experience in the finance industry.
Grant Palmer (CRD# 2807445) is an Investment Advisor Representative working at Waypoint Wealth Management in Lutherville-Timonium, MD and has over 20 years of experience in the finance industry.