Your journey and goals are unique. We devote our time to helping our clients spend theirs focused on the things that matter most.

Helping You Focus on What Matters

Welcome to Basepoint.  From here you can go anywhere.

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Ways We Can Help

Almost all life events bring new financial challenges and opportunities, so you need financial strategies that evolve to keep up, and an advisor who can help you prioritize appropriately.

Financial Planning

Are you focused on what matters? Our advisors work with you to develop a plan that sets you on your own unique path to success, but is flexible enough to adapt to changes in your life when and how they occur.

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Investment Management

Are your investments working for you? We believe in the importance of fundamentals. This means knowing you individually, and designing, monitoring, & actively managing a portfolio specifically in tune with your needs.

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Independent Advice

Whose interests are being taken care of? As fee-only advisors, we always operate under the highest fiduciary standard. That means your success is always at the core of what we do. No exceptions. No exemptions.

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Request an Appointment

In a brief introductory conversation we can get to know you, your situation, and then connect you with an advisor that best fits your needs and goals.

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