Learn About

Our Approach

At Wayfinder Capital, we understand that navigating the world of finance can be daunting. That's why we're here—to be your trusted partner on your financial journey, guiding you towards a future of financial confidence and prosperity. With 12 years of experience and a commitment to trust, transparency, and expertise, we empower individuals and families to achieve their financial goals with clarity and peace of mind.

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how we work

It All Starts With You

At Wayfinder Capital, we believe that every financial journey begins with you —your dreams, your aspirations, and your unique circumstances. Our process is centered around understanding your individual needs and priorities, because we know that there is no one-size-fits-all solution when it comes to financial planning. From our initial discovery meeting to the development of your personalized financial plan, we put you at the forefront of everything we do. With our team of experienced professionals and our commitment to trust and transparency, we're here to empower you to take control of your financial future and turn your dreams into reality.

Meet your advisor

Beau Pollard

As Founder and Wealth Manager at Wayfinder Capital, I am proud to provide financial advice to clients in all areas of personal finance. I am also responsible for the direction of the firm and making decisions on what resources and tools we use to deliver our services to clients. I feel that I am motivated by the ability to learn someone's story. I feel that our clients are so interesting, and hearing the individual stories of building wealth, seeing the different careers, and learning about experiences that others share with you as a trusted advisor is always fun and inspiring.

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Ready to maximize the potential of your hard-earned assets?

01

discover

Uncover Your Goals: Our process begins with getting to know you, understanding your financial goals, and uncovering what matters most to you.

02

plan

Personalized Financial Roadmap: Next we build a personalized financial roadmap tailored to your unique circumstances and aspirations, ensuring that every aspect of your financial plan aligns with your goals.

03

achieve

Empowering Financial Success: With our guidance and support, you'll be empowered to take action and achieve your financial goals, turning your dreams into reality.

Let's Build Your Financial Roadmap: