High Point Financial
An independent wealth management firm built on a genuine commitment to providing objective and straight forward solutions to life’s often complicated circumstances.
Why High Point?
It’s harder than ever to make sound financial decisions. Life is busy and complicated. Information is everywhere but how do we know if we’re on the right path? At High Point Financial, we believe that choosing the right path starts with surveying your surroundings. What better way to do that than looking down from the highest point. We work together with you to understand what’s important and why. We then use technology to organize your situation and analyze what makes you unique. Finally, we educate you on potential paths to take so that you can make the decisions on how to proceed.
High Point Financial is located in Berwyn, Pennsylvania. We serve individuals, families, and business owners who are looking for a truly comprehensive and customized experience. We are committed to building lifelong relationships with people who value a true partnership that extends well beyond basic investment management.Meet Our Team