Updated September 22, 2023
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DecisionPoint Financial

Investment Advisor Firm
Total assets under management$574M
Years in business6+

About DecisionPoint Financial

DecisionPoint Financial is a distinguished financial firm, dedicated to guiding clients on a lifelong journey of financial prosperity. Their services extend beyond investment management, offering a comprehensive approach that encompasses financial planning, investment advisory, and behavioral finance.

With a commitment to objectivity, DecisionPoint provides independent, Fee-Only advice, untainted by commissions or mutual fund incentives. They excel in removing emotion from investment decisions, ensuring clients make rational choices, even during turbulent times.

Clients benefit from the firm's extensive expertise, leveraging a robust framework to achieve financial goals and objectives. DecisionPoint Financial's unwavering focus on clients' complex financial needs distinguishes them in the industry.

Backed by certifications and affiliations, including Certified Financial Planner and the Financial Planning Association, DecisionPoint's team stands ready to help clients build and safeguard their wealth. Their value extends beyond mere investment advice, with a history of enhancing client savings, boosting retirement confidence, and promoting tax-efficient strategies.

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Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management
  3. Behavioral Finance
  4. 401(K) Plans
  5. Fire Service Families
  6. Fiduciary Services
  7. Retirement Planning

More about DecisionPoint Financial

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2969886

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than DecisionPoint Financial.

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