HarborPoint Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$106,144,255
Clients
276
Advisors
3
of 5 employees
About
HarborPoint Wealth Partners (a dba of Henderson Financial Group LLC) serves individuals — including high-net-worth clients — as well as small businesses, retirement plans, and charitable organizations. The firm provides wealth management and stand-alone investment management, project‑based financial planning, retirement plan consulting, tax preparation, and educational seminars or speaking engagements, and it offers insurance products through advisers who are licensed agents.
HPWP’s investment process draws on fundamental analysis and Modern Portfolio Theory and blends active and passive strategies, with most client accounts managed on a discretionary basis and client‑imposed restrictions accommodated when requested. The firm routinely works with third‑party managers and platforms (including Orion and Betterment for Advisors), and it may manage held‑away assets through an order management system (Pontera) while maintaining advisor oversight.
Noteworthy distinctions include the firm’s dual role as an adviser and insurance producer — the brochure discloses that advisers may receive commissions for some insurance sales and spend approximately 10% of their time on insurance activities — and its explicit offering of educational seminars and tax preparation services. HPWP’s reliance on multiple third‑party platforms and custodians and its management of held‑away or SMA‑style accounts via Pontera further differentiate its operational approach from many peers.
Client services
Expertise
Fee options
$0.00 - $499,999.99: 1.35% $500,000.00 - $999,999.99: 1.15% $1,000,000.00 - $1,999,999.99: 0.95% $2,000,000.00 - $2,999,999.99: 0.85% $3,000,000.00 - $4,999,999.99: 0.75% $5,000,000.00 - $999,999,999.99: 0.55%
HPWP receives commissions for some client-purchased insurance products; commissions are paid directly by insurance companies to HPWP.
$350 per hour
Main office
One Columbus Center, Ste. 540
Virginia Beach VA 23462
Advisors at this office
3
Most active in
North Carolina · Texas · Virginia
Also doing business as
Harborpoint Wealth Partners · Henderson Financial Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Tyler L
Series 66
Virginia Beach, VA
HarborPoint Wealth Partners
Tyler Leiphart is a financial advisor with HarborPoint Wealth Partners in Virginia Beach, VA. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at RKL Private Wealth and Northwestern Mutual Wealth Management Company. HarborPoint Wealth Partners serves individuals, small businesses, retirement plans, and charitable organizations, offering wealth management, investment management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a blended investment approach using fundamental analysis and Modern Portfolio Theory, combining active and passive strategies, with most accounts managed on a discretionary basis.
Stephanie D
Series 66
Virginia Beach, VA
HarborPoint Wealth Partners
Stephanie Davis is a financial advisor with HarborPoint Wealth Partners and holds a Series 66 designation. She has 17 years of industry experience and has previously worked at firms including LPL Financial, Northwestern Mutual Investment Services, and Raymond James Financial Services. Davis is also a commissioned notary in the state of Virginia. HarborPoint Wealth Partners serves individuals, including high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a blend of active and passive investment strategies based on fundamental analysis and Modern Portfolio Theory, managing most client accounts on a discretionary basis while accommodating client-imposed restrictions.
Randolph H
CFP®, ChFC®, Series 63, Series 65
Virginia Beach, VA
HarborPoint Wealth Partners
Randolph Henderson III is a CFP® and ChFC® with 19 years of industry experience. He is currently with HarborPoint Wealth Partners and has held previous roles at LPL Financial and Northwestern Mutual. Henderson serves as Board Treasurer for both the Don Carey REECH Foundation and the Virginia Uplift Foundation. HarborPoint Wealth Partners serves individuals—including high-net-worth clients—small businesses, retirement plans, and charitable organizations. The firm offers wealth management, investment management, financial planning, retirement plan consulting, tax preparation, and educational seminars, employing a blended active and passive investment approach with discretionary management and client-imposed restrictions.
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