Bay Point Wealth was founded with the guiding principle of serving clients as fee-only fiduciary advisors. This unwavering commitment means that we have always put your interests above all else. As a smaller firm, we have the privilege to truly get to know our clients and develop customized strategies to meet their complex financial needs. Our in-depth knowledge and holistic approach allow us to be your trusted partner in navigating the financial landscape.
Our team at Bay Point Wealth is comprised of highly qualified individuals who hold advanced degrees and certifications in the financial field. What sets us apart, however, is our genuine commitment to your success.
Not only do our professionals bring their expertise to the table, but they are also down-to-earth and approachable. We pride ourselves in building long-lasting relationships based on trust and mutual respect.
We invite you to explore the possibilities of what a partnership with Bay Point Wealth can mean for your financial future. Schedule a discovery meeting with us, free of cost and with no obligations. We would be delighted to meet you and explore how our expertise can help you lead a fulfilling life supported by sound financial strategies. Let’s embark on this journey together.
Bill Hufnell, CFP®, CPA
Founder & Principal, Director of Private Client Services
Director of Business Development, Marketing, and Communications
Dan Ebinger, CFA, CFP®, CPWA®
Senior Wealth Advisor
William J. Hufnell, CFP®, CPWA®
Principal & Senior Wealth Advisor
Joe Powanda, CFP®
Associate Financial Advisor
Debbie Lehman, FPQP®
Director of Client Experience
Client Services Specialist
Data and Reporting Administrator
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.