A complete list of active advisors currently associated with Northpoint Advisory LLC
Warmer can help you find a great advisor at Northpoint Advisory LLC or one who fits your needs even better.
NorthPoint Advisory serves individuals, high‑net‑worth families, trusts, estates, charitable organizations, corporations, and pension and profit‑sharing plans with investment management and select financial planning services. Offerings include separately managed accounts, access to third‑party money managers, and a separate‑account corporate cash management non‑discretionary advisory package for institutional clients. The firm follows a core/satellite investment approach with emphasis on principal protection, broad diversification, liquidity and tax efficiency, often implementing strategies through subadvisory agreements and independent managers. NorthPoint also incorporates alternative strategies (private equity, hedged strategies, private real estate) where appropriate and conducts ongoing monitoring and at least annual reviews of client accounts. Distinctive aspects include a small, selective practice—managing roughly $101 million for about 20 clients—focused on multi‑entity family wealth and on institutional cash management services that are less common among peers. Operationally, NorthPoint does not take custody of client funds and does not accept proxy‑voting authority, instead relying on a master custodian and delegating voting to third‑party managers.
To learn more about the advisors currently working at Northpoint Advisory 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.
Name |
Location |
Years of experience |
|---|---|---|
Wilmette, IL
| 20
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)