Financial advice built around your life - not an algorithm.
NorthPoint Financial Planning
Your financial life is personal. Your advice should be too.
Your investments, retirement, taxes and family decisions are connected. Your financial advice should bring them together.
NorthPoint combines financial planning, investment management, tax preparation, estate planning and ongoing advice to help you understand where you stand and make informed decisions as life changes.
Book a free consultationYour whole financial picture
A career change, inheritance or family decision can affect more than one part of your finances. We consider how those moving parts work together, rather than treating each decision in isolation.
A direct relationship
Work with a dedicated advisor who knows you, understands your priorities and remains personally accountable to you—not a different person every time you call.
Personal advice, supported by technology
Financial tools support the planning process. Your advisor brings the experience and judgment to interpret the information and shape advice around your circumstances.
Who we help
Guidance for the decisions that matter
NorthPoint works with people who have built financial security and now want experienced guidance to help them manage it well.
Approaching or living in retirement
You want to know whether you have enough, how to turn your assets into sustainable income and how to make confident decisions throughout retirement.
A successful professional or business owner
Your financial life has become more complex, your time is limited and you want someone to bring greater structure and coordination to your finances.
Whatever brings you to NorthPoint, the objective is the same: to replace uncertainty and disconnected decisions with a clear, coordinated direction.
Managing a significant transition
A career change, inheritance, sale of a business, loss of a loved one or other major event has created financial decisions you do not want to navigate alone.
Looking for a more personal advisory relationship
You have investments or an existing advisor, but you want more proactive guidance, clearer communication and advice that considers your complete financial life.
How NorthPoint Helps
One financial life. One coordinated strategy.
Your financial plan, investments, taxes and estate arrangements should not operate separately.
NorthPoint brings them together within one personal advisory relationship, helping each decision support the wider direction of your financial life.
Financial Planning
Turn your goals, resources and responsibilities into a practical strategy for the decisions ahead.
Explore financial planningInvestment Management
Build and manage a disciplined portfolio shaped around your goals, time horizon, income needs and capacity for risk.
Explore investment managementWealth Management
Bring planning, investment oversight and ongoing personal advice together as your life and priorities evolve.
Explore wealth managementTax Planning and Filing
Connect proactive tax planning with professional preparation and filing, helping tax decisions support your wider financial goals.
Explore tax planning and filingTrust & Estate Planning
Coordinate your financial priorities with trusted estate attorneys to help protect your intentions, family and legacy.
Explore trust and estate planningExperienced guidance. Personal service. Advice built around you.
25+ Years
Financial services experience across planning, investments and industry leadership
CFP® Professional
Rigorous financial planning expertise, guided by fiduciary responsibility
One-to-One Advice
Work directly with your advisor - not a call center, rotating team, or ai agent
Meet our founder
Experience matters. So does knowing who you can call.
Paul Pfeiffer founded NorthPoint Financial Planning to provide independent, trustworthy and consistent financial advice on a genuinely personal level.
With financial services experience including leadership positions with Nationwide Financial, Answer Financial and MetLife, Paul combines broad industry knowledge with the personal attention of an adviser who knows his clients individually.
He holds a Bachelor of Science in Finance from the University of Dayton and an MBA in Finance from Drexel University. Paul is also a CERTIFIED FINANCIAL PLANNER™ professional and has completed Levels I and II of the CFA® Program.
For Paul, good financial advice begins with listening. It means understanding not only the numbers, but the people, responsibilities and ambitions behind them.
Since beginning the NorthPoint journey in 2008, that belief has remained at the heart of every client relationship.
Experience matters. So does knowing who you can call.
Why NorthPoint?
Technology should support good advice - not replace it.
Technology can make financial planning more efficient, improve analysis and provide easier access to information. It cannot, however, fully understand the significance of your decisions, recognize when your priorities are changing or sit beside you through an uncertain moment.
That requires a human relationship.
At NorthPoint, technology supports the work, but personal judgment remains at its core.
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You work directly with the advisor responsible for understanding your circumstances and providing your advice.
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Recommendations are based on your full financial picture, personal priorities and long-term objectives.
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NorthPoint acts as a fiduciary, putting your interests at the center of the advisory relationship.
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Your strategy is not created and forgotten. It is reviewed and adjusted as your life, goals and the financial environment change.
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NorthPoint can connect you with our network of trusted CPAs and attorneys, or work alongside your current professional advisors to help create a more coordinated approach.
The NorthPoint team
Meet the people behind NorthPoint.
Personal advice, responsive support and clear communication. Get to know the people behind your experience with NorthPoint.
Paul Pfeiffer
Founder and Financial Advisor
Personal financial advice, coordinated planning and ongoing guidance as your life and priorities change.
Read bio : Paul Pfeiffer
Paul founded NorthPoint to provide financial advice through a more personal and accountable relationship.
He works directly with clients to understand their circumstances, develop coordinated financial and investment strategies and provide continuing guidance as their lives and priorities change.
Paul combines professional judgment with carefully selected financial technology to help clients understand their options and make informed decisions.
Jeanette Hubert
Client Relationship Manager
An organized, responsive client experience, with clear communication and practical support throughout your relationship with the firm.
Read bio : Jeanette Hubert
Jeanette serves as Client Relationship Manager at NorthPoint Financial Planning, where she helps coordinate client communications, supports the delivery of personalized financial services, and ensures clients have an organized, responsive, and seamless experience throughout their relationship with the firm.
She brings an analytical and detail-oriented approach to client service, drawing on her background in business, operations, and client success to help keep relationships strong and the financial planning process running smoothly.
Jeanette graduated from North Carolina State University with a Bachelor of Science and enjoys playing tennis and getting lost in a good book in her free time.
Hannah Williams
Marketing and Client Communications
Clear, accessible communications that connect NorthPoint’s expertise with the people and families it serves.
Read bio : Hannah Williams
Hannah supports NorthPoint’s marketing, communications and client experience, helping the firm explain complex financial subjects in a clear and accessible way.
She works across NorthPoint’s digital presence, educational content and client communications to ensure that every interaction reflects the firm’s human-first approach.
With more than 15 years of marketing experience, Hannah helps connect NorthPoint’s expertise with the people and families who may benefit from it.
Have a question or want to find out whether NorthPoint is the right fit? Start with a conversation.
Talk to our teamProcess
A clearer way forward starts with a conversation.
You don’t need to have everything figured out to start your financial journey with NorthPoint. The first step is simply an opportunity to talk about what has prompted you to seek advice and what you would like to accomplish.
Insights
Perspective for better financial decisions
Markets change. Legislation evolves. New technology reshapes the way financial services are delivered. But sound decisions still depend on understanding what matters, filtering out noise and considering the wider context.
Explore NorthPoint’s perspective on financial planning, investing, retirement and the changing financial landscape.
Let’s talk
You don’t need to have everything figured out to start your financial journey with NorthPoint.
You may have one immediate question or several parts of your financial life that need to be brought together. Either is a good place to begin.
Schedule an introductory conversation with us to discuss what has prompted you to seek advice, what you would like your money to accomplish and whether NorthPoint is the right fit for your needs.