Welcome to Waypoint Partners and Beacon Financial Group

Waypoint Partners and Beacon Financial Group are comprehensive financial planning organizations working with individuals, business owners, professionals and executives to create, implement, and manage their financial future.

  • Waypoint Partners and Beacon Financial Group have formed Waypoint Beacon Retirement Partners to work with corporations to provide comprehensive retirement plan services.
  • Waypoint Beacon Retirement Partners manage in excess of 100 retirement plans including 401(k), Defined Benefit, Cash Balance and Profit Sharing plans.
  • We pride ourselves on our high level of service and comprehensive consistent monitoring approach.
  • We are objective in our vendor approach as we utilize the appropriate provider solution for our clients. We have no proprietary vendor relationships.