Northpoint Financial

Overview

Northpoint Financial is a privately held corporation under individual ownership that provides financial planning services and charges clients on an hourly basis. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser and is not described as a pension consultant. Northpoint also lists an affiliation with an insurance company, which aligns with the firm's use of insurance-linked products in client solutions.

Investments & Alternatives

Location & Offices