North Pointe Financial Group has a simple motto: "Guiding Clients to Financial Success". We understand that life can be busy, and at times stressful. However, we also know that it is never too early or too late to plan a financial future. Our mission is to provide forward-thinking and cost-effective financial strategies to our valued clients. They have found our process to provide an invaluable feeling of confidence and reassurance in knowing their finances are well-planned. We lead a relationship-oriented practice, in order to address the unique needs of our clients. Let us be your north point to financial success. 


North Pointe Financial Group is focused on assisting clients who:

  • Are concerned about making a big financial decision, such as retirement, inheritance, or job transition
  • Want to make sure their family is taken care of, in the event of a tragedy
  • Would like to know where they are on their financial journey and if they are on track to  accomplish their financial goals