Waypoint Wealth ManagementFinancial advisor in Bozeman, MT

Also ranked: #4 of 13 financial planners in Bozeman

Waypoint Wealth Management is a financial advisor at 4351 Fallon St Unit A, Bozeman, MT 59718, ranked #5 of 23 financial advisors in Bozeman and rated 4.7 from 14 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Bozeman, MTUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (406) 522-4760 Website ↗

Key facts

Key facts about Waypoint Wealth Management
Address	4351 Fallon St Unit A, Bozeman, MT 59718Get directions
Phone	(406) 522-4760
Website	waypointmt.com
Hours	Monday to Friday: 8 AM – 5 PM
Google rating	4.7 from 14 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name
Investment Advisorsadditional Google category

Service area

Based in Bozeman, MTView on map

Opening hours

Opening hours for Waypoint Wealth Management
Day	Hours
Monday	8 AM – 5 PM
Tuesday	8 AM – 5 PM
Wednesday	8 AM – 5 PM
Thursday	8 AM – 5 PM
Friday	8 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Waypoint Wealth Management

How is Waypoint Wealth Management ranked in Bozeman?

Waypoint Wealth Management is ranked #5 of 23 financial advisors in Bozeman by RFA Score, with 74 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Waypoint Wealth Management’s hours?

Waypoint Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What do Google reviews say about Waypoint Wealth Management?

Waypoint Wealth Management has a rating of 4.7 from 14 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Waypoint Wealth Management?

Call Waypoint Wealth Management on (406) 522-4760. The business is at 4351 Fallon St Unit A, Bozeman, MT 59718. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Waypoint Wealth Management compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Waypoint Wealth Management (this business)	—	74	4.7 (14)	No	No
Core Wealth	#3	76	5.0 (21)	—	—	1.3 mi
Off the Beaten Path Financial Advisors	#4	75	5.0 (15)	Yes	Yes	2.3 mi
Palisade Financial	#6	74	5.0 (12)	No	No	4.1 mi

See all 23 ranked financial advisors in Bozeman