Broker Check

In the News

October 2021

Great article prominently featuring Farpointe Wealth Partners CEO Scott Rawlins providing thought leadership on the benefits of integrating tax and financial planning.

Tax-Savvy Wealth Management Surges in Importance for Financial Advisors and Clients – Wealth Solutions Report


September 2021

Two more fantastic practices joined the Farpointe family: Steve Wilson and the team at First Oklahoma Advisory Group, and Bill and Aaron Dahle and their team at Dahle’s Financial Services.

Avantax practices managing $350 million move to Cetera - Investment News 

Farpointe Adds Firms In Oklahoma And Utah With A Combined $350M In Assets (fa-mag.com)


August 2021

Welcome Steven & Lane Johnson and Johnson Financial

$210 Million Practice Joining Cetera Through Farpointe Wealth Partners

$210M Indie Practice Joins Cetera Network in Louisiana (Financial Advisor IQ)


July 2021

News coverage of the latest additions to the rapidly growing Farpointe family.

Farpointe Adds Three Offices With $250M in Assets (fa-mag.com)

Cetera Affiliate Adds Three Practices with $250M Total (Financial Advisor IQ)


February 2021

On Wednesday, February 17 Farpointe Wealth Partners welcomed Schexnayder Wealth Advisors.

Latest News - Press Release - Detail | Cetera Portal

Cetera Affiliate Farpointe Adds Louisiana Firm With $190M (fa-mag.com)