A complete list of active advisors currently associated with Onpoint Financial Advice, LLC

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

OnPoint Financial Advice, LLC provides financial planning and consulting services to individual clients, covering areas such as retirement and investment planning, tax and estate planning, risk management, cash flow and budgeting, education and charitable planning, and business or real estate analysis. Engagements are structured to produce written plans or targeted consultations, with implementation left to the client. The firm’s advice draws on methods including fundamental analysis and modern portfolio theory and is delivered through project-based, one-time planning engagements rather than through discretionary account management or custody of client assets. It charges clients on an hourly or project-fee basis and does not use percentage-of-assets-under-management fees, a billing approach that is relatively uncommon among advisers in this category. Notable features include its recent registration and sole-ownership structure and a principal with a background in public safety leadership, which informs the firm’s operational profile. The brochure also highlights explicit IRA rollover disclosures that present multiple options and conflict-mitigation steps, absence of wrap-fee or performance-based programs, and no ongoing reporting unless a new engagement is agreed.

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