FEE-ONLY · FIDUCIARY · VETERAN-OWNED

You should hear from your advisor before you have to call him.

Fee-only fiduciary financial planning and investment management for people who've built something and want one person watching all of it. Lexington, South Carolina, and virtually nationwide.

Jonathan N. Wallace, CFA® — retired U.S. Navy submarine officer. No commissions, no products, no sales quota.

WHO I WORK WITH

If one of these is the question keeping you up, we should talk.

My clients generally have $500,000 or more in investments and savings, and fall into one of two camps.

APPROACHING OR IN RETIREMENT

Do we have enough — and how would we actually know?

Which account do we spend from first, and what does that do to our taxes?

When should we claim Social Security, and what happens to whichever of us is left?

What do we do with the 401(k) now that we've left the company?

BUILDING WEALTH

My income is good, but is any of this actually efficient? Where is all my money going?

I have accounts in five places and nobody looking at the whole thing.

What do I do with the equity comp — and when?

Too much of everything I have is in one stock. Now what?

We're doing great now but what if something happens to me? Will my family be okay?

Get In Touch

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

Get in Touch on Social Media