NorthPoint Financial Planning, LLC.

NorthPoint Financial Planning, LLC. is a financial planner in Delaware, OH. Serving individuals, families, and businesses across the Midwest and Southeastern United States, the firm specializes in investment management, wealth management, and custom financial planning.

Founded in 2008, the firm operates with a human-first approach, prioritizing direct relationships with dedicated and credentialed advisors over robo-advisors or automated services. President and Founder Paul Pfeiffer established the practice to provide independent and trustworthy advice, drawing on over 25 years of experience in the industry. Having previously held leadership roles with Nationwide Financial, Answer Financial, and MetLife, the firm focuses on delivering personalized insights and management tailored to each client's specific situation. The firm's expertise includes monitoring investments as markets change and designing integrated strategies to optimize wealth.

The office is located on W Winter St, situated near the Historic Delaware County Courthouse and the Delaware County Board of Realtors. The location is also within the Sandusky Street Historic District, near the intersection of North Sandusky Street and East William Street.

NorthPoint Financial Planning, LLC. is recognized for its commitment to exceptional client experiences and its dedication to providing accessible, personal financial advice. The firm stands as a trusted partner for professionals and retirees seeking consistent, human-centered guidance.

Through personalized wealth management and a focus on long-term security, NorthPoint Financial Planning, LLC. serves the diverse financial needs of the Delaware community and beyond.