About Wayfinder Financial Consulting LLC

Wayfinder Financial Consulting LLC (Wayfinder) is a financial services marketing and compliance consulting practice.

 

Our business is built upon decades of experience at Fidelity Investments, Cantor Fitzgerald, Morgan Stanley and the Securities and Exchange Commission. In addition, our principals have worked for a number of boutique asset managers - launching products, developing campaigns and building brands and teams.

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To develop a successful marketing strategy, a business must fully understand the legal and compliance requirements of the industry. At Wayfinder, we know both marketing and compliance. 

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We can help you develop breakthrough strategies and communications that are compliant from the start - and drive results. 

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To contact us, please visit our contact page.