FusionPoint Financial, Inc. is an independent, fee-only Registered Investment Advisor (RIA) that operates with a fiduciary duty to its clients. The firm specializes in providing comprehensive wealth management, including personalized financial planning, evidence-based investment strategies, and retirement planning. Founded on the principle of offering objective advice free from the conflicts of interest typical of larger brokerage firms, FusionPoint focuses on building long-term relationships and helping clients achieve their financial goals.

Founded in

United States