Guiding You Toward What Matters Most
Pointer Financial Group is an independent, fiduciary advisory firm with a dual focus on retirement plan consulting and executive wealth management. We deliver comprehensive financial guidance to corporations, individuals and families today and into the future.
Uncovering hidden opportunity.
Retirement Plan Consulting
Fiduciary oversight, plan design, and ongoing support for corporate retirement plans.
Corporate Cash Management
Strategic guidance to optimize cash positioning, liquidity, and short-term investment decisions.
Executive Wealth Management
Comprehensive planning and investment management for executives, business owners, and individuals.
BUILT FOR YOUR TEAM.
BUILT FOR YOUR FAMILY.
Trusted by the Numbers
Client Retention Rate
Corporate Retirement Plans
Initial Consultation Fee
Private Wealth Accounts
The Pointer Commitment
A team of experienced advisors, working together to support your goals with clarity, discipline, and long-term perspective.
Expertise
Our expertise becomes your expertise. With a focus on both depth and breadth of investment knowledge, we work to stay up to date on the economic, tax, and legislative events to help you make informed decisions. We have targeted experts in specific fields so that no matter your situation, we have or can find the answer.
Loyalty
We go beyond just being a fiduciary. We’re your loyal advocate. As a guide through the maze of regulation, investment providers, and industry jargon, we stand by your side every step of the way.
Altruism
Altruism is the selfless concern for the well-being of others. We’re a business with a heart and it’s our mission to empower you to achieve your goals and capitalize on opportunities. Simply put, we’re in business to help others and we look for employees that share those same ideals.
Professional Designations and Industry Affiliations
We are committed to professional standards, ethics, and ongoing education. Our tools and resources are drawn from the most sophisticated available and enable us to leverage both technology and community to better serve our clients.
As Featured In
Insights & Resources
Ideas and perspectives to help you make informed financial decisions
Our team shares timely insights on markets, planning strategies, and the issues that matter most to you.
Pointers
Insights into financial decisions and strategies to help navigate changing markets.
The Trillion Dollar Trio
Complete Guidebooks
Guidebooks and plans for 529, 401k, retirement and more.
WI 529 Plans Complete Guidebook
Budgeting Tools
Tools for budgeting, net worth, and tracking your personal financial progress.
Budgeting Tool
Events & Webinars
Join our team for market updates, planning conversations, and educational workshops designed to make financial topics easier to understand.
Quarterly Market Webinar
Key Dates & Limits
Quick-reference information for important tax deadlines, retirement contribution limits, deductions, and other figures worth keeping on your radar.
2026 Contribution Limits & Tax Updates
Pointer in the News
Explore media features and expert commentary from the Pointer Financial Group team on financial planning, retirement, investing, and more.
FPO Feat Article
Let's begin the conversation.
Schedule a complimentary consultation to discuss your financial objectives and how we can help you achieve them.