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About Us

Our Primary Purpose

Our Primary Purpose

The advisors of First Point Financial Management are members of an elite advisory firm, Kestra Private Wealth Services. Kestra Private Wealth Services is an independent Registered Investment Advisor established by veterans of the financial services industry with the expressed purpose of setting experienced financial advisors free. Kestra Private Wealth Services is dedicated to the the belief that the relationship an advisor has with their client is paramount. This relationship depends on trust, flexibility, freedom of investment choice, and the advisor's ability to offer effective, comprehensive advice and service in a conflict-free environment.

It is through our connection with Kestra Private Wealth Services and Kestra Investment Services, LLC that allows us access to a transparent platform to operate from and provides us access to a virtually unlimited array of financial vehicles. Because we are independent and free of conflicts of interests, we are able to make investment choices according to what we believe is best-suited to the client.

Knowledge is power.

Also, the Kestra Private Wealth Services platform offers a multi-custodian offering. What this means is that clients of First Point Financial Management not only have frequent face-to-face meetings with their investment team, but they also receive monthly statements from a trusted third-party custodian and have complete, direct online access to their accounts and can review holdings, performance, and transaction history on their own any time they wish.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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