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Welcome to Northpoint Financial Group

Northpoint Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most personal service available and earn a reputation for excellence in our industry. For each of our clients we help create financial stability and independence. Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

 Mission Statement

"As your Financial Professionals, we realize that every client has specific needs based upon their situation. At Northpoint Financial Group we identify those needs and customize a strategy to help fulfill those objectives."

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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