Clearpoint Advisors, LLC is an independent, fee-only wealth management firm that acts as a fiduciary for its clients. The firm focuses on providing integrated financial services, including personalized financial planning, investment management, retirement planning, tax strategies, and estate planning. Their mission is to help clients achieve financial success and peace of mind by offering objective advice and building long-term, trusted relationships. The company is a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission (SEC).

Founded in

United States