OnPoint Financial, LLC is an independent financial services firm based in Birmingham, Alabama. The company provides comprehensive wealth management and financial planning services to individuals, families, and business owners. Their stated mission is to help clients manage all aspects of their financial lives through a disciplined, long-term approach to investing and personalized planning. Affiliated with LPL Financial as their broker-dealer, OnPoint Financial focuses on retirement planning, investment management, estate planning, and insurance solutions.

Founded in

United States