Who We Are
A personal team committed to your financial future.
NorthPoint combines experienced financial guidance, personal service and thoughtful support to help clients make clearer, more confident financial decisions.
We are a close-knit team, so you know who you are working with, how to reach us and who is accountable for supporting you.
What We Do
Your financial life cannot be understood through account balances, algorithms or standardized recommendations alone.
Behind every financial decision is a person, a family, a concern or an ambition. That is why NorthPoint begins by understanding what matters to you before determining what your financial strategy should look like.
We believe good advice should bring clarity, connect the different parts of your financial life and give you the confidence to make informed decisions.
Technology supports our work, but it never replaces personal understanding, professional judgment or a relationship built on trust.
Why We Do It
At NorthPoint, we believe that financial planning is about far more than numbers. It’s about helping people build a life they are proud of and protecting what matters most along the way. We chose to build NorthPoint because we have seen firsthand how the right guidance can bring clarity, confidence, and peace of mind to decisions that can otherwise feel overwhelming.
We believe everyone deserves a financial advisor who takes the time to truly understand their goals, values, family, and vision for the future. That belief is at the heart of why we have dedicated our lives to helping our clients make the most of the opportunities they have worked so hard to create.
As fiduciaries, we take our responsibility seriously, always putting our clients' interests first and treating their financial well-being with the same care and consideration we would want for our own families. We do not measure our success simply by the growth of a portfolio, but by the trust our clients place in us and the difference our guidance can make in their lives. Every relationship we build is personal, and we are committed to being the people our clients can turn to for honest answers, thoughtful advice, and steady guidance through every stage of life.
Ultimately, we do this because we genuinely care about people, and we believe that good financial advice should help you feel not only financially prepared, but confident about the life you are building.
The people behind NorthPoint
NorthPoint’s deliberately personal structure means you are not passed between departments or expected to repeatedly explain your circumstances to different people.
Each member of the team contributes different experience and expertise, while working toward the same goal: providing a responsive, coordinated and genuinely personal client experience.
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Paul Pfeiffer
Founder and Financial Advisor
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.
With 40 years of experience in financial services, Paul combines professional judgment with carefully selected financial technology to help clients understand their options and make informed decisions.
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Jeanette Hubert
Director of Operations
Jeanette serves as Director of Operations at NorthPoint Financial Planning, where she helps oversee the firm’s day-to-day operations and supports the team in delivering an organized, seamless experience for clients.
She brings an analytical and detail-oriented approach to her work, with a background spanning business, operations, and client success.
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.
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Hannah Williams
Marketing and Client Communications
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.
Every financial plan begins with understanding where you are now.
You do not need to know precisely what kind of advice you require or have every financial detail organised before getting in touch.
Begin with a personal conversation with Paul. You can discuss what is on your mind, learn more about NorthPoint’s approach and decide whether working together is the right next step.