Clarity& confidence for every financial decision
Northpoint Wealth helps families and founders build, protect, and pass on wealth through personalised, fee-only planning.
from 1,200+ satisfied clients
As featured in
Complete financial care, in one place
From your first budget to your family's legacy, we coordinate every part of your financial life.
Holistic financial planning
One plan that connects your goals, cash flow, taxes, and investments — so every decision works together instead of in isolation.
Investment management
Low-cost, evidence-based portfolios built around your risk and time horizon.
Retirement income
Turn a lifetime of savings into a dependable, tax-smart paycheck.
Risk & insurance
Protect your family and assets without paying for cover you don't need.
Estate & legacy
Pass on wealth and values with clear, coordinated estate strategies.
Tax strategy
Year-round planning to keep more of what you earn and grow.
A clear path to financial confidence
Discover
We start by understanding your goals, values, and complete financial picture.
Design
You receive a clear, written plan with prioritised, actionable recommendations.
Implement
We put the plan to work together — investments, accounts, and protection.
Review
We meet regularly to track progress and adapt as your life changes.
Numbers that speak for themselves
Two decades of disciplined advice, measured in outcomes our clients can see.
$640M
Assets advised
1,200+
Households served
18 yrs
Avg. advisor experience
4.9 / 5
Client satisfaction
Real people, real peace of mind
"Northpoint built us a plan we actually understand — and helped us retire two years earlier than we thought possible. For the first time, our money has a direction."
Sarah & Mark Chen
Clients since 2016
"Marcus is honest, patient, and genuinely on our side. The tax planning alone more than paid for itself."
David Okonkwo
Retired Business Owner
"The first advisor I have ever trusted completely. Clear advice, zero jargon, and no sales pressure."
Linda Foster
Physician
Questions, answered
Still unsure about something? Reach out and we'll give you a straight answer.
Talk to an advisorAre you a fiduciary?+
Yes. We are a fee-only fiduciary, legally obligated to act in your best interest at all times — we never earn commissions.
How much do you charge?+
We charge a transparent, flat advisory fee based on the complexity of your plan. You'll always know exactly what you pay.
What is your investment minimum?+
Our Foundations program has no minimum. Comprehensive wealth management typically starts at $250,000 in investable assets.
How often will we meet?+
At least twice a year for a formal review, plus on-demand whenever a major life or market event arises.
Can you work with clients remotely?+
Absolutely. We serve clients nationwide via secure video, with the same depth as an in-person relationship.
How do I get started?+
Book a free 30-minute consultation. We'll discuss your goals and whether we're the right fit — no pressure, no obligation.
Ready to take the guesswork out of your finances?
Book a free, no-obligation consultation and get a clear next step within 30 minutes.