Indianapolis-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.
| Website | http://www.wealthpointadv.com |
| Employees | 5 (0 on RocketReach) |
| Founded | 2009 |
| Address | 8520 Allison Pointe Blvd Suite 230, Indianapolis, Indiana 46250, US |
| Phone | +1 317-818-1040 |
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| Industry | Financial Services |
| Keywords | Wealth Management, Portfolio Management, Financial Services, Financial Planning, Financial Advisor, Investment Advisory, Wealth Planning, Registered Investment Advisor, Fee Only Advisor, Investment Management, Retirement Planning, Retirement Advisor, Fee Based Advisor, Estate Planning, High Net Worth, Tax Planning, Nonprofit Services, Asset Management, Corporate Planning, Fiduciary Advisor |
| Competitors | Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, USAA, Merrill Lynch, Edward Jones, LPL Financial, Raymond James, TD Ameritrade +44 more (view full list) |
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WealthPoint Advisors is based in Indianapolis, Indiana.
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