A complete list of active advisors currently associated with AllPoint Financial Group

Warmer can help you find a great advisor at AllPoint Financial Group or one who fits your needs even better.

AllPoint Financial Group provides discretionary asset management and separate financial planning and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios using a mix of individual stocks and bonds, ETFs, mutual funds, options and other public and private investments and reports roughly $117 million in discretionary assets under management. The firm emphasizes continuous account supervision with regular reviews and rebalancing, tailoring strategies to clients’ stated objectives and allowing clients to impose reasonable investment restrictions. Its investment process combines fundamental and technical analysis and it typically executes custodial and trading services through institutional custodians, principally LPL Financial and Charles Schwab. Notable operational features include a multi‑office structure—five offices despite a four‑advisor team—which is uncommon for a firm of this size. Several supervised persons are dually registered as LPL representatives and as insurance agents, the firm discloses that a substantial portion of revenue from advisory clients comes from commissionable sales and related compensation and transition assistance arrangements with custodians, and it specifically states that it does not sponsor a wrap fee program.

To learn more about the advisors currently working at AllPoint Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.