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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. As such, a main focus of Farpointe's culture-first philosophy is identifying entrepreneurs who can benefit from our value proposition, and who will add to our network's collective strength. Our advisor-based board has a voice and direction in the strategy of our growth, too.

We're delighted to work with you as advocates, consultants, friends, and partners in your future growth.

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 provide assistance, whether your need is a human capital strategy, practice management information, 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 requirements. 

Our Approach

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. 

Meet The Team