Wayfinder Wealth Warriors
Jonathan N. Wallace CFA®
Financial Advisor | Fee-Only Fiduciary | Wealth Management
About Wayfinder
Around 1500 B.C. the Polynesian people set out in voyaging canoes and crossed thousands of miles of the Pacific Ocean to settle new lands. This accomplishment is one of the marvels of all of human history. How did they do it? The "Wayfinders" used knowledge of the ocean, the night sky, astronomy, and many other techniques to explore the vast waters of the Pacific. They were bold, courageous, competent, and wise. I, Jonathan, personally had the pleasure of living in Hawaii (Oahu) for two different duty assignments while in the Navy. My family and I fell in love with the islands, the Polynesian people, and their history. I admire the Wayfinders and I hope to bring the same courage, competence, and wisdom to help YOU find your way on the path to your financial future.
Wayfinder Wealth Warriors is a fee-only fiduciary financial planning and wealth management Registered Investment Advisor. We are committed to top-notch financial planning services and putting our clients first. As a service-disabled veteran-owned business, we bring a unique perspective and we uphold the U.S. Navy Core Values of Honor, Courage, and Commitment in everything we do.
With years of experience counseling 100s of sailors, soldiers, and civilians on personal finance and investing, our founder, Jonathan Wallace CFA, is well equipped to guide you on the right path to financial success. We strive to bring you and your loved ones financial and investment peace of mind no matter how big or small your needs are. Contact us today to schedule a risk free meeting and discover how we can help you on your financial journey. Your trust and your business means the world to us. We won't let you down and together we will find the "way."
FAQ
What is "fee only fiduciary" financial planning?
Fee-only fiduciary financial planning is a straightforward and transparent approach to financial guidance. In this model, financial planners are compensated solely by the fees paid by their clients, eliminating potential conflicts of interests. As fiduciaries, we are legally bound to prioritize the client's best interests, providing objective advice without being influenced by commissions or product sales. This ensures a client-focused, ethical partnership where the financial planner's goal is to help you (the client) achieve your financial objectives.
Why should I choose fee only fiduciary financial planning?
Choosing fee-only fiduciary financial planning puts your financial well-being first. Since fee only fiduciary planners are compensated directly by clients and not through sales commissions, their advice is largely unbiased and aligned with your goals. This eliminates the risk of conflicts of interest that can arise when advisors receive commissions for recommending specific financial products. Fee-only fiduciaries are committed to providing transparent and objective guidance and fostering a trustworthy and client-centered relationship that promotes your financial success.
What is a CFA Charter Holder?
Why should I work with a CFA Charter Holder?
A CFA Charter Holder is a financial professional who has earned the Chartered Financial Analyst (CFA) designation, one of the most respected and globally recognized credentials in the investment management industry. Achieving this designation involves rigorous education, experience, and examination requirements. CFA Charterholders possess a deep understanding of financial markets, investment analysis, and portfolio management, demonstrating a high level of expertise and ethical standards in their profession. Our CFA Charter Holder and founder, Jonathan Wallace, spent more than 4000 hours advising sailors and other military service members on personal finances and investment decisions in order to earn his CFA Charter.
Working with a CFA Charter Holder ensures you are receiving financial advice from a highly qualified and experienced professional. These individuals have demonstrated a mastery of complex financial concepts and a commitment to the highest ethical standards. CFA Charter Holders are well-equipped to analyze investment opportunities, manage portfolios, and navigate the intricacies of financial markets. Choosing to work with a CFA Charterholder provides you with the confidence that your financial matters are being handled by a knowledgeable and ethical expert dedicated to your financial success.
Contact Us
Address
Wayfinder Wealth Warriors
327 Magnolia Tree Road
Lexington SC 29073
Contact
Jonathan Wallace
839-223-4583
jonathan.wallace@wayfinderwealthwarriors.com
Opening Hours
M-F 9:00AM - 6:00 PM
S-Su By Appointment
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About Jonathan
My name is Jonathan Wallace
My favorite thing to do is spend time with my wonderful wife Jamie, and my four children Jonathan, Emmet, MacKenzie, and William. I am an Eagle Scout and actively volunteer with the Boy Scouts and with my church. I am a retired and disabled U.S. Navy Submarine Veteran. I love my family, my country, submarines, my community, and my clients. I strive to live my life and run my business by the Navy Core Values of Honor Courage and Commitment. I love all things finance and investing and I genuinely enjoy helping and watching others develop and achieve their financial goals and financial peace of mind. I can talk about Warren Buffett and Charlie Munger for hours (just ask my wife.) I am a proud CFA Charter Holder (Chartered Financial Analyst Charter Holder) and believe trust is the most important quality of a financial advisor. I understand what's at stake for you and I will not let you down.
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Our Services
Pro Forma Projections, Valuations, Fractional CFO projects, Capital Allocation Decisions, and more. We have you covered.
