Northpoint Financial

Overview

Northpoint Financial is a small, individually owned corporation that provides fee-based financial planning services. The firm charges clients on an hourly basis rather than on an assets-under-management or percentage-of-assets fee model. It identifies as a single-office advisory business with an affiliation to an insurance company and does not describe itself as an active ESG investor or a multi-state adviser. The firm is not listed as a capital allocator or pension consultant and is classified in the source data as unclassified. Its stated advisory activity centers on financial planning rather than discretionary portfolio management or third-party manager oversight.

Assets & Accounts

Investments & Alternatives

Location & Offices