Flying Point Advisors

Flying Point Advisors provides financial planning and discretionary portfolio management primarily for individual and high‑net‑worth clients, offering services that include investment planning, retirement and tax planning, college planning, and debt management. The firm documents client goals and risk tolerance in Investment Policy Statements and implements portfolios using low‑cost index funds and ETFs alongside tailored financial plans.

The firm’s investment approach is long‑term and informed by Modern Portfolio Theory, emphasizing strategic asset allocation, broad diversification, and tax‑aware implementation such as tax‑loss harvesting, asset location, and periodic rebalancing. While it primarily favors passive, broad‑based ETFs and mutual funds, the adviser’s stated investment universe also includes non‑U.S. securities, TIPS, precious‑metal ETFs, private placements and venture capital funds—an allocation set that is less common among small independent advisers.

A distinctive feature is that the firm also operates as a licensed accountancy practice and its advisory personnel are accountants, so clients may be offered accounting and tax services in addition to investment advice; the brochure discloses this may create conflicts of interest but notes clients are not required to use those services. The firm reports a modest asset base for a limited client roster, custody and reporting through Schwab Institutional, and ongoing account and financial‑planning reviews conducted by the firm’s management person.