A complete list of active advisors currently associated with WealthPoint Advisors

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

WealthPoint Financial LLC is a registered investment adviser that provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm reports $147,097,327 in discretionary assets under management as of December 31, 2025 and serves roughly 375 clients through a team of four advisors. The firm’s investment process blends fundamental, technical, and relative‑strength analysis and employs both passive and active strategies, including Modern Portfolio Theory, tactical asset allocation, and trend‑following based on a 200‑day average. WealthPoint may use options and alternative investments, deploy cash as a strategic asset, and engage independent managers as part of customized portfolios, with continuous monitoring tied to client risk profiles. Compared with many peer team firms that concentrate on high‑net‑worth clients, WealthPoint’s reported client count and AUM suggest it operates primarily with a broader, non‑HNW retail client base rather than a HNW specialization. The brochure also discloses practices that may be noteworthy to prospective clients — for example, the firm does not vote client proxies and documents the use of independent managers and non‑traditional instruments such as alternatives and options.

To learn more about the advisors currently working at WealthPoint Advisors, 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.