Dakota
Dakota
Book a Demo
Talk to an Expert

Waypoint Wealth Counsel

EST. AUM
$433,270,715

CONTACTS
6

CLIENT ACCOUNTS
532

Firm Details

Metro area Atlanta
CRD Number 171822
Website mai.capital
Client types

Overview

As of August 14, 2026, Waypoint Wealth Counsel is now a part of MAI Capital Management. Waypoint is an Atlanta based team of wealth counselors providing fee-only investment management and financial counseling services. They develop lasting partnerships around a nucleus of client needs and through a relentless focus on their core values of transparency, objectivity and integrity. As an independent firm, they are not beholden to any outside financial institution. They offer objective advice and strategically define goals which formulate a clear course for clients to navigate the complex financial system around them.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy