Wealth Management & Financial Planning



Wealth Management Solutions

At Basepoint, we believe that clients benefit when financial professionals can work together on proactive and innovative strategies for planning, implementing, and monitoring your financial situation.  That's why we aim to put more of your financial team under one roof, operating as one team.   It's also why we insist on operating as 100% fee-only fiduciaries in every aspect of our client relationship - so you never have to wonder whose interests are benefitting from the advice we give, and the solutions and products we help implement.

No matter how you define financial success, we will be with you every step of the journey. Our Basepoint Wealth process is designed to guide you through the development and implementation of strategies that adapt as your life changes, in a way that serves to help you prioritize what matters.

Work with a CFP® Professional advisor

Basepoint Wealth employs highly qualified professionals to assist you with your needs. All of our advisors are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals or Chartered Financial Consultants (ChFC®), and they are supported by a team of CPA and CFA professionals to support our advisors and clients at every step of the relationship.

24/7 Online Access to Your Financial Life

You're busy. Convenient access to your entire financial picture, whenever and wherever you need it powered by industry-leading eMoney Advisor software.

Transparent and Simple Fee Structure

Basepoint and its advisors operate under the "fee-only" fiduciary standard. That means you know what you're paying at all times, and you're receiving only advice that is in your best interests.

Comprehensive, team-based solutions

Financial advice, investment management, tax planning & preparation -- all under one roof. All working together.

Proven, Efficient Process

No matter how you define financial success, we will be with you every step of the journey. Our process is designed to guide you through the development and implementation of strategies that adapt as your life changes, in a way that serves to help you prioritize what matters.

Learn more at Basepoint Wealth

Basepoint Wealth

Financial advisory and investment services offered through our affiliated company, Basepoint Wealth, LLC.    Learn more.