What We Do

North Point Financial Planners is an independent wealth management firm offering our clients comprehensive financial planning and investment management. We offer a tailored, team-based approach to meet the changing needs of successful individuals, families, and business owners. Our knowledge and experience help guide clients through today’s complex financial system, offering clarity in order to pursue their financial goals.

Our prospective clients often approach us with the following questions:

  • Am I saving enough?
  • When can I retire?
  • How do I transition from saving to drawing from my investments in retirement?
  • Are my assets properly aligned for my risk tolerance? Are they working as hard to work towards my goals as they should be?
  • My financial life has become too complicated. How can I make it easier?
  • Can I afford to send my children to college?
  • How can I transition my business?
  • Is my family properly protected against an unexpected loss of income?

At North Point Financial Planners, we understand these challenges and can offer targeted strategies to help address your goals and concerns. We value strong relationships built on an in-depth knowledge of our client’s financial situation, focusing on their short and long-term goals and objectives. Our independence and ability to offer objective advice positions us to be your primary advisor, working as a liaison with other professionals to complete your comprehensive financial plan.

Our ability to build trust and long-lasting relationships with our clients is the cornerstone of North Point Financial Planners. Through our time-tested process, our advisors and registered staff are able to handle all of your servicing needs. Backed by the strength of LPL Financial, the largest independent broker/dealer in the nation*, along with the expertise of our network of specialists from Independent Advisor Alliance, we strive to guide your complete financial journey.

*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.