Wealthpoint Advisors
Indianapolis-based WealthPoint Advisors provides fee-only wealth management and financial planning services to high net-worth individuals, retirement plans, corporations and non-profit organizations. As a fee-only Registered Investment Advisor Firm, we are bound by our fiduciary responsibilities to our clients and provide unbiased, personalized counsel. Our wealth management consulting process allows us to become better acquainted with our clients, their current financial status and their future goals. Unlike many financial planners who may gather your information and encourage you to “sign up” for services, we strategically move through the process to ensure we provide the best possible investment advice. We are approved to be one of the exclusive Registered Investment Advisors who is allowed to invest our clients in DFA Funds (Dimensional Fund Advisors). See
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Verified contacts
2
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
31
organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- LT
Lynn Thompson
Client Service Administrator · Customer/Client Service
EmailPhone - PS
Pamela Stephenson
Client Service - Relationship Administrator · Other
EmailPhone
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Top roles at Wealthpoint Advisors
2 distinct titles indexed · top 2 shown.
- 1client service - relationship administrator
- 1client service administrator
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