DecisionPoint Financial

EST. AUM
$1,224,256,610

CONTACTS
8

CLIENT ACCOUNTS
1,853

Firm Details

Metro area Phoenix
CRD Number 296988
Website decisionpointfinancial.com
Client types

Overview

DecisionPoint Financial is a financial advisory firm headquartered in Mesa, Arizona, with an additional office in Gig Harbor, Washington. The company offers comprehensive financial planning and investment management services tailored to individual and organizational needs. Their approach emphasizes creating clarity and confidence for clients by organizing and simplifying their financial lives through personalized solutions. The firm's services include cash flow planning, retirement planning, tax strategies, estate planning, and risk management. Their investment philosophy is rooted in Modern Portfolio Theory, focusing on low-cost, globally diversified portfolios designed to optimize long-term success while avoiding speculative or high-risk strategies. They also provide options for socially responsible and sustainability-focused investments to align with client values. DecisionPoint Financial works with a diverse clientele, including high-net-worth individuals, pension plans, municipal entities, and families with specialized needs, such as those in the aviation and fire service sectors.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

DecisionPoint Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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