Broker Check


Welcome to the Farpointe Wealth blog. Whether it’s ideas from the industry, Brian's newest ideas for fashion or other emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Tuesday, November 14, 2023

The Farpointe Family welcomes Eagle Retirement Group and its principals, Lana Mangold and Justin Clark, who joined the rapidly growing Farpointe Family after 17 years at Sagepoint Financial (now part of Osaic).

Wednesday, September 6, 2023

Mike Mistretta and the superb team at Sacramento-based Mistretta Associates have joined the rapidly growing Farpointe Family after spending the last twelve years at Avantax.

Tuesday, February 21, 2023

Carolyn Mora, a CPA and CFP in El Paso, Texas, joins us from Avantax as the newest member of the rapidly growing Farpointe Family.

Monday, January 30, 2023

Here are five tips to ensure that your tax and wealth planning firm has a disciplined process for tax season that changes over time as your clients and practice evolve.

Tuesday, December 20, 2022

Frank Abigana joined Farpointe from Avantax to get the dedicated support he needs and deserves to grow his practice.

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Wednesday, November 2, 2022

Farpointe advisors asked for our help and Farpointe responded by creating a new "virtual" CSA role to enable our advisors to maintain the service excellence their clients deserve and expect.

Wednesday, August 10, 2022

Farpointe is excited to welcome Donna Kendrick CFP®, CDFA®, and Sephton Financial, as the latest practice to join the rapidly growing Farpointe family.

Monday, June 20, 2022

In "Feel Like a Number," the great Bob Seger captured the doleful reality of many financial professionals. How can your broker-dealer elevate your business and provide the support you need to grow if they do not even know your name?

Thursday, April 21, 2022

For most Advisors tax season is a game of survival. Now that the filing deadline has passed it is an opportune time to think about paving a better path for your business.

Thursday, February 17, 2022

If you have even remotely considered changing firms, you should use this tax season to improve your client data and get your practice ready for transition.

Wednesday, January 5, 2022

Before we dive headlong into 2022, we wanted to look back at a few of Farpointe’s highlights from last year.

Monday, November 8, 2021

Jazz, great food, and great times with great people are just a few reasons we love Louisiana. For those and a lot of other reasons we are thrilled that the team at Empower Wealth Management led by Chrystal Adams has joined the rapidly...

Monday, October 4, 2021

One thing that distinguishes Farpointe advisors is that they build their business primarily through referrals based on the value they provide rather than by marketing or selling. Steve Wilson and his team at First Oklahoma Advisory...

Wednesday, September 29, 2021

Utah is a fabulous place to visit whether you like skiing, hiking, mountain biking or rubbing elbows with celebrities at the Sundance Film Festival. As if that isn’t enough, the Farpointe team now has another reason to visit Utah...

Thursday, September 16, 2021

When you think Houston you think NASA, Tex-Mex, rodeo and of course sound tax, financial and retirement planning. The latter is at least in part thanks to our newest Farpointe affiliates at WealthCo Financial Group run by...

Friday, August 20, 2021

They say all good things come in threes. As proof we are pleased to welcome Johnson Financial, LLC – our third practice in Louisiana – to the rapidly growing Farpointe family. Johnson Financial is a family business run by...

Wednesday, July 28, 2021

Farpointe Wealth Partners is excited to announce that financial services veteran Catherine Bonneau has joined our Board of Directors and will serve as a key advisor to the company. There are not many executives with Catherine’s...

Friday, July 2, 2021

As we head into the July 4th weekend, the Farpointe team wants to thank our growing Farpointe family and all of our friends for your fellowship and support. It has been an eventful and exciting (and often humbling) few months since we...

Thursday, June 3, 2021

Patrick Lencioni wisely counsels: “Choose your companions before you choose the road.” Although in business (as in life) you don’t know where the road will lead or what lies ahead, the right team acting together with...

Monday, May 10, 2021

120 years after Annie Edson Taylor became the first person to successfully go over Niagara Falls in a barrel, the Finger Lakes region is abuzz again today over a comparable feat of courage and daring. Well not quite…but...

Wednesday, April 21, 2021

Farpointe has added two senior executives to its leadership team, positioning the firm to deliver an exceptional and experience to our growing community of advisors.

Monday, March 22, 2021

We have received lots of questions about the source of our name: Farpointe Wealth Partners. Read on...the time has come to unravel the mystery and reveal the meaning behind the Farpointe name.

Tuesday, March 2, 2021

Farpointe Wealth Partners is excited to announce that Brunet Wealth Management, a $70 million AUA firm headquartered in Metairie, Louisiana, has joined the Farpointe community of advisors.

Thursday, February 25, 2021

As the Irish proverb tells us, “A good friend is like a four-leaf clover; hard to find and lucky to have.” That’s how we at Farpointe feel about our old friend Dave O’Neill joining our community of advisors....

Wednesday, February 17, 2021

So many valuable lessons learned over the past 20+ years in this profession. Among these: 1) It's more important to have the right questions than it is to have a ready answer 2) investor behavior is far more impactful to real life...