A complete list of active advisors currently associated with Centerpoint Advisors, LLC

Warmer can help you find a great advisor at Centerpoint Advisors, LLC or one who fits your needs even better.

Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions, delivering discretionary investment management alongside financial planning and family office/consulting services. The firm manages approximately $731.9 million in client assets and offers additional planning engagements on hourly or flat-fee terms. Investment decisions combine fundamental and technical analysis and are implemented across ETFs, mutual funds, individual equity positions, and a notable emphasis on individual fixed-income securities; Centerpoint also offers a concentrated Individual Equity Strategy and may engage third‑party money managers for specific sleeves. All managed assets are handled on a discretionary basis, and portfolio construction considers client-specific risk tolerance, time horizon, liquidity needs, and tax/estate coordination. What distinguishes Centerpoint from many peers is the integration of formal family office functions—ranging from bill‑pay assistance and account aggregation to certified divorce financial analysis and estate coordination—often included within its asset‑based management relationship, and its willingness to serve as trustee in select circumstances. The firm also maintains a relatively high minimum annual management fee ($30,000) and routinely uses individual bonds and bespoke fixed‑income allocations, reflecting a more hands‑on, customized approach to income and risk management than is typical for teams of its size.

To learn more about the advisors currently working at Centerpoint Advisors, LLC, 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.