New name. Same commitment.
Everything you need to know about our transition.
At FactorPoint Planning, our focus has always been on helping you navigate life’s financial decisions with confidence. As the industry continues to change, we felt it was important to build a firm designed to move quickly, think creatively, and stay fully aligned with your best interests. Establishing FactorPoint allows us to deliver broader capabilities, deeper solutions, and added resources—so we can better support you and your family over time.
The financial world is evolving, and we wanted a structure that empowers our team to adapt and innovate on your behalf. Independence gives us the flexibility to make decisions with one goal in mind: serving you better. While the firm name is new, the relationships you value remain the same—now supported by greater independence and enhanced tools.
You can expect continuity where it matters most. The same team you trust is moving forward together, committed to the same high standards and disciplined approach you’ve come to expect. Our mission remains unchanged: helping you build, protect, and enjoy your vision of prosperity.
Safeguarding your assets is fundamental to what we do. As a registered investment advisor (RIA), FactorPoint partners with an independent custodian to hold and protect client assets. After careful review, we selected Charles Schwab & Co., Inc.—a custodian that we believe to be a well-established, nationally respected firm known for its long-standing support of independent advisors and their clients.
After the transition is complete, you’ll have continuous online access to your accounts through the secure client portal on our website. This portal allows you to check balances, review activity, and stay informed at any time. If you need assistance setting up or navigating your access, our team is just a call or email away.
Our goal is to make this process straightforward and stress-free. Documentation can be completed digitally or in paper format based on your preference. In the days ahead, a dedicated member of our team will reach out to coordinate next steps, answer questions, and ensure a seamless transition. We also invite you to take a moment to explore our new website and learn more about FactorPoint Planning as we begin this exciting new phase together.
