A complete list of active advisors currently associated with Northpoint Financial

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

Northpoint Financial provides comprehensive financial planning and advisory services primarily for clients the firm describes as high‑net‑worth individuals, with work focused on estate planning, retirement modeling, and income tax planning. The firm also assists in organizing, record‑keeping, and coordinating a client’s relationships with other professionals such as attorneys, bankers, accountants, stockbrokers, and money managers, and treats related family entities (trusts, foundations, and closely held businesses) as part of the client relationship. Investment guidance emphasizes long‑term strategies and the use of a proprietary arithmetic personal‑financial‑independence model to help set an appropriate risk/return profile, while specific security selections are generally made and executed by the client’s brokers and money managers. Northpoint does not accept discretionary trading authority or custody of client assets and uses a fractional hourly billing model for planning and consulting rather than percentage‑of‑assets fees. The firm is distinctive for its direct affiliation with a life insurance sales agency and an overlap of clients between the two businesses, a relationship disclosed as a material other business activity. Senior personnel also maintain tax and accounting practices and hold insurance and financial planning credentials (CLU/ChFC, CPA/PFS), underscoring a consultative, coordination‑focused practice that relies on vendors for investment execution rather than in‑house portfolio management.

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