Sound View Financial Advisors Has Acquired Waypoint Financial Planning

We are pleased to share that Sound View Financial Advisors has acquired Waypoint Financial Planning, effective April 1, 2026, following the retirement of founder Alan Dossett.

This is an important milestone for our firm. With this transition, Sound View now manages nearly $100 million in client assets and continues to grow as an independent, woman-owned, fee-only fiduciary financial planning firm.

Alan built Waypoint Financial Planning on a strong foundation of trust, care, and personal service. We are honored that he chose Sound View Financial Advisors to continue serving his clients, and we are committed to making this transition as smooth and thoughtful as possible.

Waypoint clients joining Sound View will have access to our full range of financial planning and investment management services, along with the personalized support and long-term relationship approach that defines our work.

At Sound View Financial Advisors, we help clients build financial plans that align with their goals, values, and lives. We are proud to continue growing in a way that reflects the kind of service and trust that both firms believe in.

If you are a former Waypoint client and have questions, please contact us at 509-921-3533 or info@soundviewfin.com.

You can also learn more about our firm at www.soundviewfinancialadvisors.com.