About Waypoint Financial Partners, LLC

Waypoint Financial Partners, formerly Imbrey & Associates is a financial planning firm with a focus on retirement accumulation and income distribution. Originating over 30 years ago, we embrace clients with varying needs in every stage of life. But with the enormous number of Baby Boomers approaching and entering into retirement, we find ourselves focusing more and more on those issues most critical to retirement planning.

We fully recognize that your goals and dreams are unique to you. Our commitment to every client is to provide you with an exceptional level of service, individual attention, and objective guidance, regardless of your net worth or stage of life.

While holding steadfast to the proven principles of financial planning, investing and risk management, we offer quality financial products with a long term perspective. In all instances, we promise to operate with the highest ethical standards, keeping your best interest in mind.

Ultimately, our desire is to provide such a high level of dependable, professional service that you will be compelled to introduce us to your friends, relatives, and business associates.

For a Complimentary Planning Consultation, contact Jacki Imbrey,CFP® ,RICP®,  Richard Imbrey,CFP® or David Jeffries,CFP®,RICP® or  Eric Theiss,CFP® and we'll contact you promptly to schedule a convenient time for you to come see us.