Human-first

Since the journey began in 2008, NorthPoint has provided exclusive, personal, and accessible financial advice to successful families, professionals, and retirees, enhancing their time and resources for more security in life.  
Fueled by the belief that technology and efficiency should enhance, not hinder relationships, we deliver insights, advice and management when you want it and specific to your situation. No automated phone attendant, no robo-advisor, no computer-generated cookie-cutter plan, but a direct relationship with a dedicated and credentialed advisor, accountable to you. 
A trusted relationship with a “real” advisor.  Give it a try and experience a difference.