“Transforming lives through better financial management”

Highly Personalized Wealth Planning and Investment Management Services

Highpoint Wealth Advisors, LLC is a fiduciary financial advisory firm. That means, as a fiduciary, we are required by law to act in the best interests of our clients at all times

Our Committment - “Providing fee-based investment management and fee-only financial advice with high ethical standards and without conflict of interest by avoiding the sale of products”

Russell Franques and Kendrick Herring

As a Fiduciary, we strive to develop a personal relationship and a deep understanding of our clients and their financial goals by listening, learning, and solving.  Each client is unique and needs custom solutions to achieve their wealth and legacy goals. We use clear, consistent communication with our clients. This philosophy is core to the firm’s success and builds long lasting client relationships.  

Our pricing model is simple. For investment services, your investments are managed for a fee based on the market value of the account(s), and includes sophisticated financial planning advice. There are never product sales or sales commissions and our fees are fully transparent. We are registered with Level Four Advisory Services, LLC, an SEC registered investment advisor.  Assets are custodied at Raymond James & Associates, LLC.  Financial advice is included with managed investment accounts or is available for an hourly or flat fee without investment management. We do not have CPAs or Attorneys as part of Highpoint Wealth Advisors. We feel that these deeply personal relationships should be on a best fit basis and chosen by each of our clients. Of course, we will work closely with your experts in crafting your financial future.