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Independent, But Not Alone<br/>

Independent, But Not Alone

Running a practice can be lonely, but that doesn't mean you have to go it alone. Farpointe supports our advisors with powerful proprietary practice management consulting, operational support and collaboration with our rapidly growing nationwide community of advisors. 

The Farpointe Advantage

  • Experience and Expertise

    The Farpointe team has over 100 years' experience executing strategic plans to build a world-class business. As a Farpointe-affiliated advisor, you can leverage support from a team of experts with extensive experience in integrated tax and wealth planning, practice management, mergers and acquisitions and risk and operational efficiency.

    See how we’re unique.
  • The Farpointe Journey

    Farpointe's three-step business consulting system focuses on assessing your practice, implementing a strategic plan tailored to your individual needs, and elevating the experience for you, your team and your clients. This proven method ensures that your business grows in a sustainable way consistent with your long-term strategic goals. 

    Learn about the Farpointe Journey.
  • Culture First Community

    At Farpointe, culture always comes first. Unlike firms who are looking to get "big" for the sake of being big, we started our firm specifically to work with a select group of growth-oriented advisors who want to be part of a community built on trust, collaboration, and meaningful relationships galvanized by a shared culture. 

    Explore community benefits.
  • Proprietary Services and Tools

    Farpointe provides our advisors access to a suite of proprietary services and tools to improve all areas of their practice including business development, human capital, operational efficiency and succession planning. 

    See how we can help.

What Our Advisors Say About Us


Want to Know More?

Do you need a strategic partner who shares your goals and values? For more information on joining the Farpointe family, contact us to set up a no-obligation 30-minute consultation.

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