A complete list of active advisors currently associated with NorthPointe Financial Advisors LLC

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

The firm provides fee‑only financial planning, investment management, and educational seminars and speaking engagements to individual clients, including high‑net‑worth individuals. It operates with two advisors and a very small client base (five clients) as a recently formed registered investment adviser. The firm develops individualized investment policies and asset allocation targets and employs a mix of passive and active strategies, using fundamental, technical, and mutual fund/ETF analysis. It implements portfolios directly or via third‑party managers and custodial platforms (including Betterment, Altruist, and Schwab) and conducts periodic account reviews. What is distinctive is the inclusion of public and organizational educational seminars as a formal service offering, which is uncommon among peers. The practice is also notable for its small scale and recent start‑up status — it reported $0 in assets under management as of December 31, 2024 — and for offering both project‑based and ongoing planning engagements while principals maintain separate outside business activities.

To learn more about the advisors currently working at NorthPointe Financial Advisors 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
Traci Johnson	Milton, MA	4
Tammy Kaiser	Milton, MA	3

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