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Market Commentary:  
What's Wrong With Average?


Welcome to Basepoint Wealth - Learn about what makes our client experience different

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, & 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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Let's Get Started

Comprehensive "Fee-Only" Services

Individuals & Families

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Social Security Planning
  • Tax Planning
  • Charitable Giving Strategies
  • Insurance & Risk Management
  • Life Transition Planning
  • Real Estate Analysis & Planning
  • Estate Planning

Entrepreneurs & Executives

  • Tax Planning
  • Retirement Plans
  • Buy/Sell Agreements
  • Risk Management
  • Corporate Finance
  • Exit & Succession Planning
  • Executive Compensation

Major Life Transitions

  • Marriage
  • Birth
  • Adoption
  • Death
  • Divorce
  • Sale of a Business
  • Job Changes
  • Retirement