BLUE POINT FINANCIAL, INC.

Overview

Blue Point Financial, Inc. is an independent registered investment adviser that serves individual and family clients with fee-based financial planning and discretionary portfolio management. The firm also offers pension consulting services and helps clients select third-party advisers, and it operates an insurance brokerage practice. Structurally it is an individually owned corporation and describes itself as a capital allocator, which signals an active role in sourcing and allocating client capital across external managers and private placements in addition to managed public market exposures. Fee arrangements are flexible: the firm uses percentage-of-AUM billing alongside hourly and fixed-fee engagements and other fee structures. Blue Point Financial reports it is not an active ESG investor and it does not operate as a multi-state adviser. Its registration year on file is 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices