WALPOLE, MA – Sound View Financial Advisors, a Walpole-based fee-only fiduciary financial planning firm, has acquired Waypoint Financial Planning, effective April 1, 2026, following the retirement of founder Alan Dossett.

The acquisition marks a significant step in Sound View’s continued growth and brings the firm to nearly $100 million in client assets. It also creates a path for former Waypoint clients to continue receiving independent, relationship-based financial planning and investment management services.

“Alan built a respected practice rooted in trust, personal service, and long-term client relationships,” said Misty Lynch, CFP®, CEO of Sound View Financial Advisors. “We are honored that he chose Sound View to continue serving his clients, and we are committed to making this transition as smooth and thoughtful as possible.”

Dossett founded Waypoint Financial Planning and spent his career helping clients make informed financial decisions with confidence. In selecting Sound View Financial Advisors to succeed his firm, he identified a partner that shares his commitment to independent, client-centered guidance.

“I’m very pleased that Misty Lynch and Sound View Financial Advisors will be serving Waypoint clients going forward. She is great at working with clients and brings great perspective, experience, and technology to those relationships.”

Former Waypoint clients will now have access to Sound View’s full range of financial planning and investment management services, with an emphasis on personalized advice tailored to each client’s goals, values, and long-term needs.

Lynch, a CERTIFIED FINANCIAL PLANNER® professional, leads Sound View with a focus on comprehensive planning, fiduciary advice, and personal service. She has been featured in national media outlets, including The New York Times, Forbes, CNBC, and CNN Money.

Former Waypoint clients with questions about the transition may contact Sound View Financial Advisors at 509-921-3533 or [email protected]. More information is available at www.soundviewfinancialadvisors.com.

About Sound View Financial Advisors

Sound View Financial Advisors is a fee-only fiduciary financial planning and investment management firm based in Walpole, Massachusetts. Led by Misty Lynch, CFP®, CEO, the firm helps clients build financial plans that support their goals, values, and lives. Sound View is a member of XYPN and NAPFA.

About Waypoint Financial Planning

Waypoint Financial Planning was founded by Alan Dossett and served clients through an independent, personalized approach to financial planning. Following Dossett’s retirement in 2026, the firm’s clients transitioned to Sound View Financial Advisors.

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