Your Partnership with Waycross

Investment advisors you can trust.

We embrace our role as a fiduciary, where our legal and ethical commitment is to act in your best interest. You can be confident that every decision we make on your behalf will be made to help your portfolio grow in alignment with your goals and values.

This trust is a powerful thing. It underlies our discretionary authority to manage your portfolio on your behalf, guided by the investment guidelines we develop together. However, it is important to note that we do not actually hold your money (we are not custodians). We make investment decisions on your behalf, but do not have direct access to your money and are limited in what we can do. Your money is shielded from unethical behavior. In short, we do everything we can to earn your trust, but our relationship goes beyond asking you to trust us.


  • As a fiduciary, our interests align with yours: every decision we make on your behalf is designed to help you

  • Our process is informed by a solid understanding of your unique circumstances, values, and goals

  • Many clients appreciate our completing the paperwork and other details, knowing they can participate as much or as little as they want

  • We also collaborate with accountants, estate planning attorneys, and other professionals as needed to help our clients


Get Started

It all begins with a conversation. Contact us to arrange a meeting and find out what happens when sixty years of experience focuses on guiding you to a prosperous financial future.