FirstPoint Advisors is an investment advisor registered under the Investment Advisors Act of 1940. We provide dedicated service to individuals, small to mid size businesses, foundations, endowments and other institutions.

Our mission is simple – we provide scrutiny, guidance, and clarity to the financial decisions that our clients undertake.  Such decisions include retirement planning, investment management, and insurance.  We believe our mandate is to fully understand our clients’ financial situation, review all possible choices, and implement a clear plan with proper guidance and on going evaluation.  These services all performed on a fee based basis.  We do not push products and we do not take commissions. Our passion is to lead our clients on the prudent path to financial fitness.