A complete list of active advisors currently associated with Northpoint Financial Planning LLC

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

NorthPoint Financial Planning LLC serves individual clients and corporate plan sponsors, offering tailored investment management alongside both project-based and ongoing financial planning services. The firm reports about $50 million in discretionary assets across roughly 170 client relationships and delivers portfolio management directly as well as through recommended third‑party managers. Its investment approach emphasizes strategic and tactical asset allocation, periodic rebalancing, and diversification consistent with Modern Portfolio Theory, and it implements strategies on a discretionary basis using both in‑house management and outside managers (including technology‑driven model portfolios). Custodial and execution services are provided through institutional platforms, and the firm conducts periodic reviews of manager holdings, concentrations, and suitability. This adviser is notable among solo independent firms for sponsoring a wrap fee program while also providing pension consulting and participant advisory services to defined-contribution plan sponsors, and for offering educational seminars and workshops for groups. The combination of wrap‑fee administration, plan‑level consulting/participant services, and a seminar offering is relatively uncommon for firms of this size.

To learn more about the advisors currently working at Northpoint Financial Planning 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.