Founded in 2021, HighPoint Planning Partners is a financial advisory firm built on the principles of trust, integrity, and transparency. The firm was established by a group of experienced advisors who sought to create a partner-owned, independent model focused on delivering a superior client experience. They offer a holistic approach to financial well-being, providing services that include wealth management, investment strategies, retirement planning, and insurance solutions for individuals, families, and business owners.

Founded in

United States