The Farpointe Difference
The Farpointe Culture Difference
Culture, Connection, Community
The Farpointe team offers nearly 100 years of combined experience in the financial advice profession; our people offer a unique blend of business acumen and legal expertise, with a proven track record of building enterprises and successfully guiding them through transformative change.
We believe that culture is an essential element to the success of your business and your personal happiness. A main focus of Farpointe's culture-first philosophy is identifying entrepreneurs who can benefit from our value proposition, and who will add to the collective strength of our advisor community. Our Board has an advisor representative to give our advisors a meaningful voice on the direction on Farpointe's strategic direction.
We're delighted to work with you as advocates, consultants, friends and partners.
Community Connections Focus
Another important aspect supported by Farpointe is connections created with, and among, our advisors.
While we deeply respect the independence and initiatives of our entrepreneurs and advisors, we also believe in fostering a close-knit community; one in which advisors lean on, and learn from, one another, gaining day-to-day insights that lead to organizational health and growth.
As a member of the Farpointe family, you can grow from collaboration with our close-knit, professional group.
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.
Tailored Solutions
Farpointe's suite of services helps grow and scale your business. Our proprietary solutions provide assistance, whether your need is a human capital strategy, practice management information, or succession planning.
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 requirements.
Knowledgeable Team
Farpointe's seasoned team has a combined 100 years of expertise in all facets of business development. The team, combined with a network of other financial advisors, offers the right foundation to support your growth.