ClearPoint Financial Partners is an independent financial services firm that provides personalized financial planning and wealth management. Their stated mission is to offer clients clarity and objective guidance to help them navigate their financial lives and achieve their long-term goals. The firm's advisors are affiliated with LPL Financial, which serves as their broker-dealer, to provide a wide range of investment and insurance products. Their core services include comprehensive wealth management, retirement planning, investment management, and insurance solutions.

Founded in

United States