Built on trust, guided by your goals
Northpoint Wealth was founded in 2014 on a simple belief: everyone deserves honest, conflict-free financial advice. As an independent, fee-only fiduciary, we answer to one person — you. Over the past decade we've helped more than 1,200 households turn financial uncertainty into clear, confident decisions.
Marcus Vance, CFP®
Founder & Principal Advisor
Principles we never compromise on
Fiduciary first
We're legally and ethically bound to put your interests ahead of our own — always.
Radical transparency
Clear fees, plain language, and no hidden products or commissions.
Evidence over hype
Disciplined, research-driven decisions instead of fads and market timing.
Education always
We teach as we advise, so you understand and own every decision.
A decade of growing with our clients
Northpoint is founded
Marcus opens the firm with a fee-only, fiduciary-first commitment.
100 families served
We pass our first major milestone and add dedicated planning staff.
$300M advised
The team grows to four advisors and launches virtual nationwide service.
1,200+ households
Northpoint now advises over $640M with a 4.9/5 client satisfaction score.
Advisors who put you first
Marcus Vance, CFP®
Founder & Principal Advisor
18 years guiding families through every market. Marcus founded Northpoint to deliver advice without conflicts.
Priya Anand, CFA
Director of Investments
Leads portfolio strategy and research, focused on low-cost, tax-efficient investing.
James Whitfield
Senior Financial Planner
Specialises in retirement income and estate coordination for growing families.
Carol Reyes
Client Experience Lead
Makes sure every client feels informed, supported, and never left with a question.
Let's build your plan together
Book a free consultation and see what working with Northpoint feels like.
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