A complete list of active advisors currently associated with OnPoint Financial Management LLC

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

OnPoint Financial Management LLC is an independent advisory firm serving individuals and high‑net‑worth clients, managing roughly $5.4 million across 36 client relationships. The firm provides ongoing portfolio management with individualized investment policy statements, financial planning, and also recommends insurance products including annuities; it operates as a solo practitioner and charges asset‑based advisory fees. The firm employs both fundamental and technical analysis and uses long‑ and short‑term trading strategies, offering discretionary and non‑discretionary management tailored to each client’s goals and documented risk tolerance. Clients receive ongoing monitoring and reporting—monthly reviews by the firm’s managing member and quarterly custodian statements—and financial planning services are typically delivered as one‑time plans unless additional services are requested. Distinctive features include the principal’s role as a licensed insurance agent, which the brochure identifies as a potential conflict of interest when recommending commissionable insurance products and annuities and which the firm says it mitigates through disclosures and periodic review. The brochure also discloses notable disclosure events: a pending civil lawsuit alleging unsuitable recommendations related to insurance‑based products and a 2022 regulatory settlement that required the firm to retain an independent compliance consultant and pay a monetary penalty; the firm denies the civil allegations and is defending the matter.

To learn more about the advisors currently working at OnPoint Financial Management 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.