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About Farpointe Wealth Advisors

Helping You Find You Find Your Financial Farpointe

Helping You Find You Find Your Financial Farpointe

When you focus on an end destination, such as retirement, but ignore your immediate needs, wants, and wishes, you miss the well-lived life. Your Farpointe is the perfect focal point for executing a financial plan.

Our team’s cross-section of experience is unique and our collaboration is unmatched. We provide a rigorous, personalized and comprehensive client experience to ensure proper stewardship of your hard-earned money. We build long-term partnerships to support and advise you during every step of your financial journey. We help you stay focused on your far point.

Comprehensive Client Experience

Our team is dedicated to delivering a comprehensive client experience tailored to your life journey. Our proprietary process is anticipatory, always looking to the horizon to ensure your personal wealth strategy is on course. The result is an integrated wealth and tax planning process that blends capital preservation, future income and growth in proportion to your goals. This unique approach inspires confidence—regardless of the state of the financial markets, the economy or political events.

Gain a Clear View of Where You Stand

We measure success as meaningful as progress toward your personal goals, not against market indices. Our process provides a custom benchmark for each client based on personal goals. Our process has been refined to inspire your confidence over the years. No financial advisor can guarantee a future outcome. Our priority is transparency on if you are still on track to meet your goals. If this resonates with your family, let's find your Farpointe.

Our Team

Our team is made up of highly experienced individuals who came together as a result of shared values and culture. We are passionate about helping people and have created novel approaches to solving client problems.

Collaboration to Reach Your Goals

Each Farpointe partner has over two decades of experience in financial services and comes from a different specialty. Our collective expertise covers:

  • Financial planning
  • Taxes
  • Investment Management
  • Legal
  • Operational
  • Risk Management

Our partners include the former President of a large broker-dealer, the general counsel of a large financial services company who previously served as a senior counsel at the U.S. Securities and Exchange Commission, senior risk and compliance executives, and dedicated senior financial advisors with decades of experience helping clients achieve their goals.

Joe Johnson

Joe Johnson

Partner, Wealth Management Advisor

Spencer Bacon

Spencer Bacon

Partner, Wealth Management Advisor

Brian Stern

Brian Stern

Partner, Wealth Management Advisor

Casey Griffin

Casey Griffin

Partner, Wealth Management Advisor

Chuck Brower

Chuck Brower

Partner, Wealth Management Advisor

Chris Dorff

Chris Dorff

Partner, Wealth Management Advisor

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