When you choose to partner with North Point Wealth Advisors, you join a team of dedicated support specialists and passionate advisors who want the best for the clients. We strive for the highest customer experience and ease of doing business, while you enjoy independence and freedom.
North Point provides valuable financial resources across a network of successful advisors and supporting partners which enable you to invest more time into what matters most – your clients.
When advisors choose to go independent and plug in directly with their B/D, there can be vital components missing to run your practice. Whether it is support for your clients, administrative assistance, training/guidance, investments/trading and others. Additionally, as a solo practitioner it is difficult to identify and leverage all the capabilities that independence and their B/D can provide. The North Point team identifies solutions that allow advisors to move their business forward with ease and clear direction.
Since 2001, North Point Wealth Advisors has been combining advisor collaboration in a client centric environment.
As an independent wealth management firm, North Point is directly accountable to our clients. We value and respect the confidence our clients place in us to serve as their trusted advisors. We follow fiduciary principles while placing the client’s needs first in every recommendation made or action taken.
We serve our clients through a well-developed, comprehensive, holistic financial planning and wealth management process. We welcome the opportunity to put our experience and insight to work for you.
When you choose independence at North Point, you gain an in-house RIA (registered investment advisor) of LPL Financial, one of the nation’s leading financial services companies and a publicly traded company under the ticker symbol LPLA.
The firm’s mission is rooted in the belief that independent financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced to sell their products.
LPL Financial was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader the markets we service, supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide.