EightPoint Financial

06/02/2026

At EightPoint Financial, we're now excited to offer business valuation services in conjunction with accountants designed to help business owners better understand one of their most valuable assets: their business.

For many owners, their business represents their largest financial asset, retirement plan, and source of future financial security.

In fact, industry research suggests that business owners hold up to 90% of their wealth in their businesses, and 78% plan to fund their retirement through the eventual sale of their business.

Despite this, many business owners have never completed a formal valuation, leaving them less prepared for retirement, succession planning, insurance needs, unexpected events, or a future sale.

While traditional valuations can run to the tune of tens of thousands of dollars or more, our process combines valuation insights with financial planning guidance to help business owners better prepare for the future at a significantly lower cost for owners and the accounting practices seeking to help serve owners.

Our process provides:
● Business valuation insights at a fraction of the cost of traditional valuation services
● An accurate valuation through a streamlined and efficient process
● Guidance for business needs such as planning for retirement or succession. ● Benchmarking against similar businesses and industry peers
● Approximately a two-week turnaround from start to finish
● A yearly update with updated information for 3 years

To get started, we offer an Interest Form that gathers basic information about you and your business.

This quick assessment can help identify potential reasons for obtaining a valuation and help us get in contact with you.

Access the form here: https://lnkd.in/gvzDwtp8

Check out our website update to learn more about our business valuation process: https://lnkd.in/g6Kya3rn

Business Valuations

05/27/2026

My wife shared this picture with me today.

Black bears are powerful, intelligent, and usually avoid trouble — but only when they stay aware of their surroundings.

Markets work the same way.

Most financial setbacks don’t come from the “bear” you can clearly see. They come from becoming too comfortable, too distracted, or assuming conditions will always stay calm.

Situational awareness in investing doesn’t mean living in fear or reacting to every headline. It means paying attention to risk exposure, liquidity, concentration, and the small changes that can quietly shift the environment around you.

A black bear sighting doesn’t mean panic. It means respect for the environment you’re in.

The same mindset applies to markets:
Stay alert. Stay prepared. Stay disciplined.

Because long-term success often belongs to the people who can remain calm without becoming complacent.

05/21/2026

05/19/2026

🎉 Big welcome to Ryan Griffith as he hits the ground running as a returning apprentice to the office!

We started the day at 6AM over breakfast at a local diner — mapped out the plan for the day, talked through the vision on reorientation after a semester abroad in Germany, and got fired up for the day ahead.

From there, we jumped on our daily huddle with Chris Labrador and Judi O'Brien to align on the work for the day — and then Ryan got to it.

It's not even 3PM and this guy has already knocked out 3 IT projects. THREE. Before most people finish their afternoon coffee. ☕

One of those projects? Something we've been working hard to bring to life — financial calculators, now live on our website. Ryan built it out and it looks great.

👇 Go check out his handiwork and see what you think!
https://lnkd.in/gSe3uWNS

Ryan, welcome to the team — you set the bar HIGH on Day 1.

05/18/2026

For all the anxiety about a tough job market, recent college grad unemployment is 5.6%—higher than average, but far from catastrophic. Here are five things new grads should know as they launch their careers.

04/14/2026

EightPoint Financial Welcomes Chris Labrador as Private Wealth Advisor

We’re excited to share that Chris Labrador has joined EightPoint Financial as a Private Wealth Advisor, bringing more than 14 years of experience in financial services.

Chris joins us from Fidelity Investments, where he spent over five years helping individuals and families build comprehensive financial plans focused on long-term goals. His background spans banking and investment services for individuals, business owners, executives, and small businesses—giving him a broad and practical perspective on client needs.

“Chris is known for his thoughtful, level-headed approach and his commitment to delivering honest, practical guidance,” said Tim O’Brien, Founder of EightPoint Financial. “He helps clients gain clarity and confidence in their financial decisions through personalized planning and long-term relationships.”

Chris holds FINRA Series 7 and Series 66 licenses, along with Life, Accident, and Health Insurance licenses. He earned his bachelor’s degree in Marketing Management from Grove City College.

He lives in Oakmont, PA with his wife and three children. Outside of work, Chris enjoys spending time with his family, attending his kids’ activities, and traveling.

“The addition of Chris marks an important step in our continued growth,” added O’Brien. “We are confident he will enhance the client experience and strengthen the service we provide.”

At EightPoint Financial, we continue to grow our team and expand our commitment to helping individuals, families, small businesses, and nonprofits with comprehensive financial planning, investment management, retirement planning, tax strategies, insurance planning, estate planning, and more.

Learn more at: www.eightpointplan.com

04/07/2026

Easter is a reminder that hope is not determined by circumstances.

The story of Jesus isn’t about ideal conditions—it’s about overcoming the worst of them. Betrayal, suffering, and what looked like final defeat… followed by resurrection and new life.

That’s the message: even when everything around you suggests the outcome is finished, it’s not.

In life and in business, there will be seasons that feel uncertain, heavy, or even lost. But those moments don’t get the final say.

Hope isn’t based on what you see—it’s rooted in what’s still possible.

This Easter, remember: your current situation may feel like the end of the story… but it could just be the beginning of something greater.

Thankful for the inspiration for this message this past weekend at New Life Christian Ministries shared by Alex DeRosa.

04/06/2026

If calling your company a "family" feels good, wait until you miss a number — real cultures aren't built on sentiment, but on clarity, ownership and how teams perform when it counts.

02/11/2026

A steep selloff in software should be a wake-up call to diversify and take other measures to keep your portfolio aloft.

02/07/2026

About 74 million Americans collect Social Security, averaging just over $2,000 each in benefits. The bulk of these Americans are retirees. The amount you get is largely based on your work history and age when you first claimed benefits.