Your Trusted Partner in Life's Most Important Decisions
For over 15 years, TrustPoint Advisors has been the cornerstone of reliable consultation in financial planning, healthcare guidance, legal matters, and insurance protection.
Our Story
Founded in 2009, TrustPoint Advisors emerged from a simple yet powerful vision: to provide individuals and families with expert guidance on life's most critical decisions. Our founders, seasoned professionals with decades of combined experience, recognized the need for a trusted advisory firm that could navigate the complex landscape of financial, health, legal, and insurance matters.
What started as a small consultation practice has grown into a comprehensive advisory firm serving thousands of clients nationwide. Our commitment to excellence, transparency, and client-first approach has earned us recognition as industry leaders in YMYL consultation services.
Our Core Values
Trust
Building lasting relationships through transparency, honesty, and reliable guidance.
Excellence
Maintaining the highest standards in every consultation and recommendation we provide.
Client-First
Your needs, goals, and well-being are at the center of everything we do.
Reliability
Consistent, dependable service you can count on when it matters most.
Leadership Team
John Smith, CFP®
Founder & CEO
20+ years in financial planning with certifications from CFP Board and NAPFA membership.
Dr. Maria Johnson, MD
Health Advisory Director
Board-certified physician with 15+ years specializing in preventive care and health policy.
Robert Brown, JD
Legal Counsel
Licensed attorney with expertise in estate planning, business law, and regulatory compliance.
Credentials & Recognition
Professional Certifications
- • Certified Financial Planner (CFP®)
- • Chartered Financial Analyst (CFA)
- • Licensed Insurance Professional
- • Board Certified Medical Advisors
- • Licensed Legal Practitioners
Industry Recognition
- • Top Financial Advisory Firm 2023
- • Excellence in Client Service Award
- • NAPFA Member Firm
- • Better Business Bureau A+ Rating
- • Featured in Financial Planning Magazine
Ready to Work with Trusted Experts?
Join thousands of satisfied clients who trust TrustPoint Advisors with their most important decisions.