Financial advice built around your life - not an algorithm.
Your financial life is personal. Your advice should be too.
Financial decisions rarely exist in isolation. Your investments affect your retirement. Your income influences your tax position. A career change, inheritance, business decision or change in your family can alter the plans you thought were settled.
NorthPoint brings these moving parts together.
We combine financial planning, investment management, tax preparation, estate planning, and ongoing advice to help you know where you stand, make informed decisions and keep your strategy aligned as your life evolves.
There is no automated phone attendant, no computer-generated, cookie-cutter plan, and no need to explain your circumstances to a different person every time you call. Instead, you have a direct relationship with a dedicated advisor who knows you, understands your complete financial picture, and remains personally accountable to you. Drawing on years of financial experience, your advisor carefully evaluates and implements leading financial technology - giving you confidence that the tools used to manage your money are among the best available.
Who we help
Guidance for the decisions that matter
NorthPoint works with people who have built financial security and now want experienced guidance to help them manage it well.
Approaching or living in retirement
You want to know whether you have enough, how to turn your assets into sustainable income and how to make confident decisions throughout retirement.
A successful professional or business owner
Your financial life has become more complex, your time is limited and you want someone to bring greater structure and coordination to your finances.
Whatever brings you to NorthPoint, the objective is the same: to replace uncertainty and disconnected decisions with a clear, coordinated direction.
Managing a significant transition
A career change, inheritance, sale of a business, loss of a loved one or other major event has created financial decisions you do not want to navigate alone.
Looking for a more personal advisory relationship
You have investments or an existing advisor, but you want more proactive guidance, clearer communication and advice that considers your complete financial life.
One financial life. One coordinated strategy.
Financial planning, investment management, and other financial considerations such as taxes and estate documents, should not operate separately.
Each informs the others, which is why NorthPoint can bring them together within one ongoing advisory relationship.
Investment Management
Build and manage an investment strategy based on your goals, time horizon, required return and comfort with risk - not on a generic model alone.
Portfolios are monitored and periodically rebalanced, with strategic allocations, measured tactical adjustments and values-based investment options available where appropriate.
Financial Planning
Understand where you are today, clarify what you want your money to make possible and create a practical strategy for moving forward.
Planning may include retirement, cash flow, debt, workplace benefits, education funding, risk management, estate considerations and preparations for incapacity.
Wealth Management
Bring your financial plan, investments and wider financial decisions together.
NorthPoint provides continuing oversight, regular reviews and personal advice as markets change, opportunities arise and your priorities evolve.
Tax Planning and Filing
NorthPoint brings together proactive tax planning and professional tax preparation to help ensure your tax decisions support your broader financial goals.
A team of licensed CPAs and Enrolled Agents prepares, reviews, and files your returns, while NorthPoint provides oversight and integrates tax considerations into your comprehensive financial plan.
Trust & Estate Planning
NorthPoint’s estate planning process includes partnering with trusted estate attorneys to provide layered legal oversight, state-specific compliance safeguards, and personalized guidance and confidence throughout the planning process.
Estate plans and documents are supported by multiple layers of legal oversight designed to promote compliance and provide confidence throughout the planning process. State-specific workflows, built-in safeguards, and ongoing legal review help ensure that estate planning services are delivered within appropriate legal and regulatory boundaries.
The NorthPoint DifferenceExperienced guidance. Personal service. Advice built around you.
25+ Years
Financial services experience across planning, investments and industry leadership
CFP® Professional
Rigorous financial planning expertise, guided by fiduciary responsibility
One-to-One Advice
Work directly with your advisor - not a call center, rotating team, or ai agent
Experience matters. So does knowing who you can call.
Paul Pfeiffer founded NorthPoint Financial Planning to provide independent, trustworthy and consistent financial advice on a genuinely personal level.
With more than 25 years of financial services experience - including leadership positions with Nationwide Financial, Answer Financial and MetLife - Paul combines broad industry knowledge with the personal attention of an adviser who knows his clients individually.
He holds a Bachelor of Science in Finance from the University of Dayton and an MBA in Finance from Drexel University. Paul is also a CERTIFIED FINANCIAL PLANNER™ professional and has completed Levels I and II of the CFA® Program.
For Paul, good financial advice begins with listening. It means understanding not only the numbers, but the people, responsibilities and ambitions behind them.
Since beginning the NorthPoint journey in 2008, that belief has remained at the heart of every client relationship.
Meet our Team
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Paul Pfeiffer
Founder and Financial Advisor
Paul founded NorthPoint to provide financial advice through a more personal and accountable relationship.
He works directly with clients to understand their circumstances, develop coordinated financial and investment strategies and provide continuing guidance as their lives and priorities change.
With 40 years of experience in financial services, Paul combines professional judgment with carefully selected financial technology to help clients understand their options and make informed decisions.
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Jeanette Hubert
Director of Operations
Jeanette serves as Director of Operations at NorthPoint Financial Planning, where she helps oversee the firm’s day-to-day operations and supports the team in delivering an organized, seamless experience for clients.
She brings an analytical and detail-oriented approach to her work, with a background spanning business, operations, and client success.
Jeanette graduated from North Carolina State University with a Bachelor of Science and enjoys playing tennis and getting lost in a good book in her free time.
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Hannah Williams
Marketing and Client Communications
Hannah supports NorthPoint’s marketing, communications and client experience, helping the firm explain complex financial subjects in a clear and accessible way.
She works across NorthPoint’s digital presence, educational content and client communications to ensure that every interaction reflects the firm’s human-first approach.
With more than 15 years of marketing experience, Hannah helps connect NorthPoint’s expertise with the people and families who may benefit from it.
Why NorthPoint?
Technology should support good advice - not replace it.
Technology can make financial planning more efficient, improve analysis and provide easier access to information. It cannot, however, fully understand the significance of your decisions, recognize when your priorities are changing or sit beside you through an uncertain moment.
That requires a human relationship.
At NorthPoint, technology supports the work, but personal judgment remains at its core.
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You work directly with the advisor responsible for understanding your circumstances and providing your advice.
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Recommendations are based on your full financial picture, personal priorities and long-term objectives.
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NorthPoint acts as a fiduciary, putting your interests at the center of the advisory relationship.
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Your strategy is not created and forgotten. It is reviewed and adjusted as your life, goals and the financial environment change.
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NorthPoint can connect you with our network of trusted CPAs and attorneys, or work alongside your current professional advisors to help create a more coordinated approach.
Process
A clearer way forward starts with a conversation.
You don’t need to have everything figured out to start your financial journey with NorthPoint. The first step is simply an opportunity to talk about what has prompted you to seek advice and what you would like to accomplish.
Insights
Perspective for better financial decisions
Markets change. Legislation evolves. New technology reshapes the way financial services are delivered. But sound decisions still depend on understanding what matters, filtering out noise and considering the wider context.
Explore NorthPoint’s perspective on financial planning, investing, retirement and the changing financial landscape.
Let’s talk
You don’t need to have everything figured out to start your financial journey with NorthPoint.
You may have one immediate question or several parts of your financial life that need to be brought together. Either is a good place to begin.
Schedule an introductory conversation with us to discuss what has prompted you to seek advice, what you would like your money to accomplish and whether NorthPoint is the right fit for your needs.