A complete list of active advisors currently associated with Decisionpoint Financial, LLC

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

DecisionPoint Financial provides discretionary investment management, financial planning, and retirement plan consulting on a fee-only basis to individuals, trusts, business entities and plan sponsors. The firm’s brochure describes both standalone planning engagements and 3(21)/3(38) retirement plan consulting, and reports approximately $1.224 billion in discretionary assets under management. The firm implements client portfolios across mutual funds (including DFA funds), ETFs, individual equities and bonds, using fundamental, technical and cyclical analysis with both long- and short-term purchase strategies; it also treats cash as an asset class and may maintain defensive cash positions. DecisionPoint generally charges percentage-of-AUM fees, conducts periodic account reviews, commonly recommends Schwab as custodian, and discloses controlled use of AI tools under an internal AI policy. What distinguishes DecisionPoint from many peers is its explicit work with plan sponsors — including state and municipal clients — as a 3(21)/3(38) advisor, a client type that is less common among multi-team firms. The brochure also discloses the firm’s use of client testimonials in advertising and details specific limits it places on crypto exposure, the transferability constraints of certain funds (e.g., DFA), and policies addressing margin and pledged-asset borrowing risks.

To learn more about the advisors currently working at Decisionpoint Financial, 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.