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.
Learn more about our process in guiding you to financial success