Why Choose Basepoint Wealth?

Confidence that we're working for your interests.

Work with a CFP® Professional advisor

Basepoint Wealth employs highly qualified professionals to assist you with your needs. All of our advisors are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals or Chartered Financial Consultants (ChFC®), and they are supported by a team of CPA and CFA professionals no matter how complex the needs of each client.

24/7 Online Access to Your Financial Life

You're busy.  Convenient access to your entire financial picture, whenever and wherever you need it powered by industry-leading eMoney Advisor software.

Transparent and Simple Fee Structure

Basepoint and its advisors operate under the "fee-only" fiduciary standard.  That means you know what you're paying at all times, and you're receiving only advice that is in your best interests.  No exceptions.  No exemptions.

Comprehensive, team-based solutions

Financial advice, investment management, tax planning & preparation.  All under one roof.  All working together.

Our Process

Learn more about our process in guiding you to financial success