Hamilton Point Investment Advisors

Hamilton Point is a comprehensive wealth management firm dedicated to providing personalized financial planning and investment services to individuals, families, and institutions. With offices in North Carolina and Texas, our team of experienced professionals is committed to delivering exceptional client service, tailored investment strategies, and expert guidance to help our clients achieve their unique financial goals.

Our Mission

At Hamilton Point, we believe that every client deserves to work with an independent, fiduciary advisor who can explain what they own in their investment portfolios and why they own it. This transparency not only helps our clients meet their investment objectives but also gives them confidence in their investments, even in volatile market conditions. Our mission is to provide our clients with a clear understanding of their financial situation, helping them make informed decisions that align with their values and objectives.

Our Services

We offer a wide range of services designed to address the complex financial needs of our clients. These services include:

• Investment Management: We develop customized investment strategies tailored to our clients' unique goals, risk tolerance, and time horizon.
• Financial Planning: Our team of experts helps clients create comprehensive financial plans that address their retirement, estate, and tax planning needs.
• Retirement Planning: We work with clients to develop personalized retirement plans that provide a sustainable income stream and help them achieve their post-work goals.
• Estate Planning: Our professionals assist clients in developing estate plans that ensure the efficient transfer of wealth, minimize taxes, and reflect their legacy goals.
• Tax Planning: We provide expert guidance on minimizing tax liabilities, ensuring our clients keep more of their hard-earned assets.

Our Team

Our team of experienced professionals is dedicated to delivering exceptional client service and expert guidance. With a deep understanding of the financial industry, our team is committed to staying up-to-date on the latest market trends, regulatory changes, and investment opportunities. We believe in a team-based approach, where our professionals work together to provide a comprehensive and personalized service experience for our clients.

Our Legacy

Hamilton Point was founded on the principles of quality, integrity, and personalized service. Our late founder, Andrew C. Burns, instilled these values in our firm, and we continue to honor his legacy by providing exceptional service to our clients. We believe in building long-term relationships, built on trust, respect, and a commitment to excellence.