Detailed planning is OUR CORE CAPABILITY

Flying Point Financial is a fee only registered investment advisor. We have a fiduciary obligation to place your financial interests first and foremost. We provide financial planning and investment management and are compensated solely from fees paid directly by our clients. We do not receive commissions or payments of any kind from mutual fund companies, broker dealers, insurance companies or any other third parties, thus reducing our conflicts of interest. Our principal belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and resolving any gaps that may have previously been overlooked.

The members of our team work together to diligently apply their decades of cumulative industry knowledge and experience to skillfully analyze, research and strategize on your behalf.

Our goal is to serve as your trusted financial partner and thoughtful investment mentor, and transform your current success into a plan designed to move you toward the future you envision. As an independent investment advisor, we are free to choose the strategies, products and solutions that are the best fit for you.

Meet our Financial Team

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.