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About Us

Seven Point Financial is an independently owned wealth management firm. The financial professionals at Seven Point Financial provide financial planning and asset management, through LPL Financial, for individuals and businesses that seek to accumulate and preserve wealth.

Our Mission

Seven Point Financial was founded with the mission of improving our clients’ quality of life by providing confidence that the financial affairs of our valued clients are being professionally, ethically and individually managed.

Our Philosophy

At Seven Point Financial we believe that the foundation for developing long lasting and productive relationships with our clients is trust. Building and maintaining this trust comes from:At Seven Point Financial we believe that the foundation for developing long lasting and productive relationships with our clients is trust. Building and maintaining this trust comes from:

Independence:

As an independently owned firm, we have the freedom to choose how we work with our clients and which tools to use. There are no products to push, sales quotas or corporate agendas. The advice we offer is objective.

Communication:

Financial planning and asset management* is an on going process due to constantly changing circumstances and environments. Adjusting for changes requires the exchange of information and ideas through effective and consistent communication.

Skill/Knowledge:

The financial world is complex and rapidly changing, creating the need for higher levels of skill and knowledge. Navigating these complexities takes years of experience, a commitment to continuous learning and the ability to think differently from the crowd.

Transparency:

We want our clients to have a clear understanding for the basis of suggestions, services to be received and total expenses. 

*Financial planning and asset management through LPL Financial