FourthPoint Advisors™

Your financial fiduciary TM

A Deeper, Wider Financial Focus
We are in the advice business.
FourthPoint  Advisors TM is a Registered Investment Adviser serving individuals, families, and organizations.
Our genesis: We are the fourth point uniting households or partners in organizations, legacies, and financial institutions.

We manage investment assets, both in-house and via outside firms (Separate Account Managers), provide investment advisory services to 401(k) Plans, craft financial plans, and design insurance-related strategies, all within a fiduciary regulatory framework. 


Our Value Proposition
Our clients gain from our uncommon depth and width of financial know-how, delivered in a fiduciary capacity at all times.


We subscribe to the Standards of Professional Conduct of the CERTIFIED FINANCIAL PLANNER® Board of Standards. One client labeled our founder "the Red Adair of financial planners" after we reconfigured his investing and insurance program. Red was a famous Texas oilfield engineer who specialized in extinguishing well fires and restoring sites to production around the world.
                                                      

60 Pleasant Street, Wellesley, Massashusetts 02482  Telephone: 781-431-0470
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, AND CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individualls who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Please see our Disclosure Page. Not available in all states. Find us on FINRA Brokercheck via this link: https://brokercheck.finra.org
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