North Point Advisor Group

North Point Advisor Group Financial Planning For Your Stage Of Life As a client, you will have multiple points of contact with our financial advisors and client service team.

With a foundational belief that a client’s financial planning should encompass investment, tax, and estate planning, the team at North Point Advisor Group works to provide holistic guidance in these areas. Whether you’re new to planning or have complex needs, our team systematically works with you throughout the years as you strive toward your financial goals. All here for the purpose of serving o

ur clients with the highest degree of trust and integrity. To learn more about North Point Advisor Group, please visit https://www.northpointadvisorgroup.com/

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Securities offered through LPL Financial. Member FINRA/SIPC
finra.org sipc.org

Investment advice offered though Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and North Point Advisor Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Members of our Altoona office attended the Empty Bowls event in Eau Claire, supporting Feed My People Food Bank.It was a...
06/02/2026

Members of our Altoona office attended the Empty Bowls event in Eau Claire, supporting Feed My People Food Bank.

It was a very strong turnout from the community, with local artists, volunteers, and food trucks all coming together to support neighbors facing food insecurity.

Event highlights included:
• 1,000+ bowls created
• 977 meals served from 6 food trucks
• 135 volunteers

We're so appreciative of our team for showing up and being part of an event that brings the community together in such a tangible way!

Our offices will be closed in honor of Memorial Day, on Monday, May 25th. We also want to remind everyone that our summe...
05/21/2026

Our offices will be closed in honor of Memorial Day, on Monday, May 25th. We also want to remind everyone that our summer hours will begin this week, meaning both offices will close at noon on Fridays. Enjoy the long weekend!

Last chance to register for our upcoming webinar: 12 Common Tax Surprises (And How to Avoid Them).If your tax return cau...
05/19/2026

Last chance to register for our upcoming webinar: 12 Common Tax Surprises (And How to Avoid Them).

If your tax return caught you off guard this year, or you want to better understand how to plan ahead, this session is designed to help you avoid common mistakes and make more informed decisions moving forward.

📅 Tuesday, May 26
⏰ 11:30 AM
💻 Online Live Webinar

Register now: 93f0ce04-10d3-4a97-8d79-fc2cee681008@e93036e0-8110-4f5e-b1db-0d373017ae7c" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/93f0ce04-10d3-4a97-8d79-fc2cee681008@e93036e0-8110-4f5e-b1db-0d373017ae7c

As Small Business Week comes to a close, we want to thank the incredible business owners, CEOs, and leaders who joined u...
05/09/2026

As Small Business Week comes to a close, we want to thank the incredible business owners, CEOs, and leaders who joined us this week at Dellwood Country Club for an afternoon of conversation, reflection, and connection.

We were honored to host leadership coach and speaker Brent A. Hafele for his masterclass, “Getting More While Doing Less.” Brent shared thoughtful insights on leadership, clarity, and creating healthier, more intentional ways to lead in today’s fast-paced business environment.

At North Point Advisor Group, we have the privilege of working alongside many business owners every day. Events like this are a reminder that behind every business are people carrying responsibility, making difficult decisions, and working hard to build something meaningful for their teams, families, and communities.

Thank you again to everyone who spent the afternoon with us and contributed to such authentic and engaging conversations. It was a meaningful way to wrap up Small Business Week alongside so many thoughtful leaders in our community!

There are a few numbers we come back to often when working with business owners.Not to overwhelm, just to reframe how pe...
05/08/2026

There are a few numbers we come back to often when working with business owners.

Not to overwhelm, just to reframe how people think about what they’ve built.

If your business is your largest asset, it deserves the same level of intention as the rest of your financial plan.

Stats from: Exit Planning Institute

National Small Business Week feels like the perfect time to zoom out (or look at what’s under the surface) for many busi...
05/05/2026

National Small Business Week feels like the perfect time to zoom out (or look at what’s under the surface) for many businesses.

What you see on your P&L is only a small piece of what your business is actually worth. Most of it sits below the surface. This can mean your systems, your team, your brand, your processes, and the extent to which the business depends on you.

🔎 Across the U.S., there are about 6 million operating businesses representing roughly $30 trillion in sales and an estimated $15 trillion in privately held wealth.*

That’s a lot of value, and for many owners, their business is their largest asset.

💡The question is whether it’s being built that way.

*Statistics from Walking to Destiny by Christopher M. Snider

Our “True North Trail Notes” series aims to share more about the people behind North Point. This month, we’re diving in ...
04/29/2026

Our “True North Trail Notes” series aims to share more about the people behind North Point. This month, we’re diving in with one of our Paraplanners, Joel! Read about Joel's True North below, and even more in our newsletter earlier this month.

Name: Joel Spitzer
📍Starting Point: I grew up outside Fountain City, Wisconsin, and spent summers at our family cabin near Ladysmith.
💼What I packed: Running shoes, a good book, and something to cook with.
🧭My True North is: Growing up, we spent a lot of time outdoors at our family cabin. I still enjoy time outdoors and staying active by running or doing yoga.
🪵Campfire Reflection: Paying for college on my own and graduating debt free is something I’m really proud of. Staying disciplined helped me recently achieve another long-term goal of buying my first home.
🥾Trail Companions: My family and friends
🌞Ideal Day: Going for a run or walk, cooking a good meal, then having time to read and relax.

“I grew up in the country near Fountain City, WI. The outdoors was a big part of my childhood.”

Spring birthdays are here 🌼Wishing a happy birthday to our team members celebrating in April and May! Thank you for ever...
04/15/2026

Spring birthdays are here 🌼

Wishing a happy birthday to our team members celebrating in April and May!

Thank you for everything you contribute day in and day out. We hope you’re able to enjoy a little extra sunshine and take some time to celebrate. 🎉

Wishing you a happy Easter weekend filled with time spent with the people who matter most. 🐣🌷A quick note for our client...
04/03/2026

Wishing you a happy Easter weekend filled with time spent with the people who matter most. 🐣🌷

A quick note for our clients and partners: our offices will remain open today (4/3) and Easter Monday (4/6). We’re here if you need us.

Enjoy the weekend!

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