Waymark Wealth Management LLC

Waymark Wealth Management is an independent financial advisory firm in Marlborough serving the Greater Boston Area. Founded and led by Brendan, Brandon, and Hanifa, they specialize in comprehensive financial planning for successful professionals aged 40–70, using behavioral finance to align investment strategies with clients' values and life goals. They offer personalized wealth management, retirement planning, tax-efficient strategies, and legacy planning through transparent, fixed-fee arrangements—with no investment minimums and a philosophy of intentional wealth management that pairs financial guidance with social responsibility.