FourthPoint Advisors™

The fiduciary dimension®

A Deeper, Wider Financial Focus
FourthPoint adds the dimension of a fiduciary financial advisor to the relationships between you, your loved ones, and institutions. Hence our name. As a Registered Investment Advisory firm, we manage assets and 401k plans, craft genuine financial plans; and design or repair life insurance and annuity strategies. We are in the advice business.


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. 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.
                                                      

A Registered Investment Adviser

4 Franconia Ave
 Natick Massashusetts 01760
Telephone: 781-431-0470
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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