ONPOINT FINANCIAL MANAGEMENT LLC

Overview

Onpoint Financial Management LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm targets individual and family clients and provides financial planning and portfolio management services for both individuals and small businesses. Its revenue model includes asset-based fees alongside fixed-fee engagements. Onpoint also conducts insurance broker activities as part of its client offering. Onpoint is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor or a multi-state adviser in the source material. The firm appears focused on traditional wealth-management relationships rather than institutional or large-scale third-party fund sourcing.

Assets & Accounts

Public Holdings

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Location & Offices