Broker Check

How We're Unique

A Powerful Strategic Partner for Your Practice

Farpointe was formed to collaborate with a select group of advisors to provide tailored support so you can scale and optimize your practice according to your individual goals. We are not an “aggregator” or “consolidator” looking to scale our own business at the expense of yours. We are judicious in assessing who will benefit from our value proposition and add to the collective strengths of our community.

The Farpointe promise is to make a materially positive impact on our advisors’ businesses and lives. We have an advisor representative on our Board of Directors to ensure that our advisors have a direct and meaningful voice in the firm’s strategic direction. And we deliberately align our compensation with yours so that we only grow when you grow, and we only succeed when you succeed.

As a member of the Farpointe family, you benefit from the products, services, and knowledge offered through Cetera Financial Group. Cetera delivers personalized independent guidance, backed by a strong community that helps you and your clients thrive. 

Founded in 1983, Cetera Financial Group was built on the belief that financial professionals could reach greater success by joining high-performing, regionally focused teams. The result is a higher level of support for you, the client. 

In that spirit of collaboration, Farpointe offers access to the following:

  • A wide range of investment solutions supporting financial strategy that fits your specific needs
  • Collaborative technology that keeps you informed and educated
  • Support from knowledgeable subject-matter specialists that help guide your investment strategies
  • Regulatory oversight to monitor your clients' investments and their results

The Farpointe Team

Farpointe’s partners have over 100 years of combined experience developing and executing strategic growth plans focused on empowering CPAs and tax professionals to offer integrated tax and wealth management planning solutions. We formed Farpointe to bring our expansive and diverse expertise to an elite group of like-minded advisors who want to be part of collaborative and supportive community.

Scott Rawlins

Scott Rawlins

CEO and Wealth Management Advisor

Brian Stern

Brian Stern

President and Wealth Management Advisor

Casey Griffin

Casey Griffin

Chief Operating Officer and Wealth Management Advisor

Stephanie Schuller

Stephanie Schuller

EVP - Advisor Experience & Strategy and Wealth Management Advisor

Our Financial Partners

Farpointe is an independently owned Office of Supervisory Jurisdiction (OSJ) affiliated with Cetera Financial Specialists, LLC, the premier firm focused on servicing independent CPAs and tax professionals. Through this partnership our advisors get bespoke support from being part of the Farpointe family, while also being able to leverage the scale, technology and resources of one of the nation’s top networks of independent financial professionals.

  • Value-Added Platform – Your platform needs to do a lot more than just avoid creating pain – Cetera’s technology platform empowers your business, creating much-needed capacity for services that impact your client experience and make it easier to grow.
  • Growth Orientation – The ownership of Cetera is growth minded. They are making significant investments in the tools and service experience for advisors and their teams.
  • Integrated and Intuitive Tools – We love Cetera’s highly integrated technology tools such as AdviceWorks (advisor and client portal), AdvicePay, the MyAdviceArchitect advisory platform and the seamless way they work with best-in-class third-party technology offerings like Redtail and MoneyGuide Pro.
  • Excellent Service and Aligned Culture – Culture is critically important to us, and we expect our key business partner to be intentional about their own. We appreciate Cetera Financial Specialists’ heritage of serving tax and accounting professionals, and the commitment to service demonstrated each day through their Red-Carpet Experience.

Want to Know More?

We look forward to meeting you to learn how we can help. For more information, contact us to set up a no-obligation meeting. 

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Tailored Solutions

Farpointe's suite of services helps grow and scale your business. Our proprietary solutions empower your practice whether your need is a human capital strategy, practice management, or succession planning. 

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Customized Approach

We're independent advisors who understand other independent advisors. As such, we listen and assess before making suggestions and formulating strategy to meet your unique goals and needs. 

Our Approach

Contact Us

We're looking for like-minded, growth-oriented entrepreneurs who want to learn more about how to scale and grow their businesses. If this sounds like you, schedule your no-obligation 30-minute consultation to find out more. 

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