Pointer Financial Advisors
Pointer Financial Advisors (PFA) is a fee-only fiduciary firm offering financial planning and investment management. Principal and Founder, Tim Mudd, opened PFA in 2023 with the goal of providing exceptional customer service and the responsiveness our clients have come to know and trust. As a fee-only and fiduciary firm, we are held to a higher standard and are to act with undivided loyalty to our clients. This means we forgo any and all commissions and referral fees and always act in the best interest of our clients. This is the fee-only and fiduciary difference.
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Verified contacts
2
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- JB
Jaron Beach
Wealth Advisor · Finance & Accounting
EmailPhone - LR
Lauren Richman
Director of Client Services · Other
EmailPhone
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Top roles at Pointer Financial Advisors
2 distinct titles indexed · top 2 shown.
- 1director of client services
- 1wealth advisor
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