WealthPoint Advisors
www.wealthpointadv.comIndianapolis-based WealthPoint Advisors provides fee-only wealth management and financial planning services to high net-worth individuals, retirement plans, corporations and non-profit organizations. As a fee-only Registered Investment Advisor Firm, we are bound by our fiduciary responsibilities to our clients and provide unbiased, personalized counsel. Our wealth management consulting process allows us to become better acquainted with our clients, their current financial status and their future goals. Unlike many financial planners who may gather your information and encourage you to “sign up” for services, we strategically move through the process to ensure we provide the best possible investment advice. We are approved to be one of the exclusive Registered Investment Advisors who is allowed to invest our clients in DFA Funds (Dimensional Fund Advisors). See www.dfaus.com.
Read moreIndianapolis-based WealthPoint Advisors provides fee-only wealth management and financial planning services to high net-worth individuals, retirement plans, corporations and non-profit organizations. As a fee-only Registered Investment Advisor Firm, we are bound by our fiduciary responsibilities to our clients and provide unbiased, personalized counsel. Our wealth management consulting process allows us to become better acquainted with our clients, their current financial status and their future goals. Unlike many financial planners who may gather your information and encourage you to “sign up” for services, we strategically move through the process to ensure we provide the best possible investment advice. We are approved to be one of the exclusive Registered Investment Advisors who is allowed to invest our clients in DFA Funds (Dimensional Fund Advisors). See www.dfaus.com.
Read moreCountry
State
Indiana
City (Headquarters)
Indianapolis
Industry
Employees
1-10
Founded
2009
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Founder | Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Owner , Certified Financial Planner
Email ****** @****.comPhone (***) ****-****Lead Advisor
Email ****** @****.comPhone (***) ****-****Financial Planner , Partner
Email ****** @****.comPhone (***) ****-****
Technologies
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