5 Point Financial Group, Inc. is a registered investment adviser (RIA) that operates on a fee-only basis, emphasizing its role as a fiduciary to its clients. The firm provides comprehensive financial planning, investment management, and retirement planning services. Their approach is built around a proprietary "5 Point Process" which includes Discovery, Analysis, Recommendations, Implementation, and Review, designed to create a customized and continuously monitored financial strategy for each client. The company prides itself on offering objective, independent advice without the conflicts of interest associated with commission-based sales.

Founded in

United States