530 East Southlake Boulevard,
Unlock Your Growth Potential
Farpointe Wealth Partners supports and connects like-minded entrepreneurial financial advisors who want to drive scale, sustainable growth and a world-class client experience.
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.
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 professionals with extensive experience in integrated tax and wealth planning, practice management, mergers and acquisitions and risk and operational efficiency.
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 helps to ensure that your business grows in a sustainable way consistent with your long-term strategic goals.
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.
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.
“Over the course of decades providing tax preparation, planning and wealth management services to our clients, never have we had such a powerful resource in our toolbox. The level of support and service we receive from Farpointe has elevated and energized our firm. We are privileged and most thankful for our partnership with this group of distinguished professionals. We genuinely believe that our firm will undoubtedly reach its fullest potential directly due to our partnership with Farpointe!”
- Lane Johnson, Johnson Financial
“From the very first phone call with Farpointe Wealth Partners to today we have felt like their number one priority, and we have felt like part of one big family. We know that Farpointe is absolutely dedicated to helping us become a better firm and being our accountability partner along the way.”
- Chrystal Adams, Empower Wealth Management
“A year [after joining Farpointe] I can confidently say that I am 110% certain we made the right decision. It has been a pleasure working with all of you and being connected with the Farpointe Family! To work with competent professionals is one thing, but to have those professionals also be friends is so much more rewarding. Thank you again for constantly going the extra mile for our office and taking such good care of us.”
- P.J. Herb, Wealthco Financial
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.