North Point Financial Planners

At North Point Financial Planners, we are a team of dedicated professionals committed to delivering exceptional financial planning and investment management services to individuals, families, and business owners. Our independent wealth management firm is built on the principles of integrity, transparency, and personalized service, allowing us to provide tailored solutions that cater to the unique needs of each client.

Our Team

Our team of experienced advisors, including Jamie Frigstad, Jonathan Haugen, Nick Wiedrich, Hayley Akre, Teresa Boeckel, and Luke Little, brings a collective wealth of knowledge and expertise to the table. With a focus on building strong relationships and delivering personalized attention, we take the time to understand each client's goals, objectives, and concerns, crafting customized strategies to help them pursue their financial aspirations.

Our Services

At North Point Financial Planners, we offer a comprehensive range of financial services, including comprehensive financial planning, investment management, retirement planning, and wealth management. Our team-based approach ensures that each client receives a holistic view of their financial situation, with a dedicated advisor working closely with them to address their unique needs and objectives. From saving for retirement to transitioning from saving to drawing from investments, our expertise extends to addressing complex financial challenges and providing clarity in an ever-changing financial landscape.

Our Process

Our time-tested process is designed to help clients achieve their financial goals. We begin by getting to know each client and their unique situation, followed by the development of a customized plan tailored to their specific needs and objectives. Our team works closely with clients to implement and monitor their plan, making adjustments as necessary to ensure they remain on track to achieve their financial aspirations.

Why Choose Us

At North Point Financial Planners, we pride ourselves on our independence, objectivity, and personalized approach. As an independent wealth management firm, we are not beholden to any specific investment product or company, allowing us to provide unbiased advice and guidance. Our focus on building strong relationships and delivering exceptional service has earned us a reputation as a trusted and respected partner for individuals, families, and business owners seeking to secure their financial future.