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Knowledgeable CFP® Near Bartow, FL

On Point Wealth Management is a fiduciary financial advisory firm located near Bartow, FL. We understand that your financial objectives are uniquely personal and we believe your experience with financial planning should be equally as personal. Reach out to us today to schedule a consultation with a CERTIFIED FINANCIAL PLANNER™.

CERTIFIED FINANCIAL PLANNER™ Near Bartow, FL

Looking for a  trusted financial advisor near Bartow? When it comes to financial planning, it's important to choose a financial planner who functions as a fiduciary and is committed to acting in your best interests. At On Point Wealth Management, we function in accordance with the Fiduciary Standard and Regulation Best Interest. Fill out the form on this page to schedule a consultation with a CERTIFIED FINANCIAL PLANNER™ who will adhere to the highest standards of ethics and professional conduct.


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Bartow Financial Advisory Services

We offer a wide range of financial services to meet our client's needs.

Financial Planning

If you are looking for help with financial planning near Bartow, consider working with a CERTIFIED FINANCIAL PLANNER™ at On Point Wealth Management. Our qualified financial planners can help you develop a plan for your assets that meets your specific objectives. Give us a call today.

Wealth Management

On Point Wealth Management's team of professional wealth managers can help you manage your finances and grow your wealth. Our team of experienced and qualified professionals can provide you with advice and guidance unique to your situation and financial objectives. Reach out to our Wealth Management team today.

Retirement Planning

When it comes to retirement planning, it's important to start as early as possible. There are a lot of things to think about, and the sooner you start planning, the more options you'll have. Our retirement planners near Bartow can help you figure out what your objectives are, and how best to achieve them. We can help you stay on track with your planning, and help ensure that you arrive at your financial destination at time of retirement. If you're ready to start planning for retirement, schedule a consultation today.

Investment Planning

When it comes to market risk and volatility, diversification of allocations is an important consideration. By investing early in life and regularly, you can take advantage of the power of compounding interest to grow your wealth over time. If you're looking for a Bartow investment advisor, reach out our office today.

Asset Protection

An important part of financial planning is asset protection. This means taking steps to protect your assets from unnecessary taxation, erosion, creditors, and other threats like unexpected medical expenses and long term care needs. There are a number of ways to approach asset protection and our Bartow consultants can help you determine the best approach for you. Reach out to us today!

Estate Planning

Estate planning is the process of organizing your finances and property in order to ensure that your assets are managed according to your wishes and desires in the event of your incapacity or death. Estate planning can be a complex process but it's important to undertake the process, and our trained advisors near Bartow work with attorneys who are available to provide the guidance you need. Give us a call today.


Frequently Asked Questions (FAQ)

  • Is hiring a financial advisor worth it?

    There is no one-size-fits-all answer to this question, as the value of working with a financial advisor depends on individual circumstances. However, in general, a qualified financial advisor can help you save time and money, avoid costly mistakes, plan for your future, and foster peace of mind.

  • What is a fiduciary financial advisor?

    A fiduciary financial advisor is an advisor who functions according to the Fiduciary Standard, which means the advisor is duty bound to always act in the best interest of the client. At On Point Wealth Management, we also function in accordance with Regulation Best Interest.


    If you'd like to know more about the Fiduciary Standard, click here.


    For information on Regulation Best Interest, click here.

  • What is a CERTIFIED FINANCIAL PLANNER™?

    A CERTIFIED FINANCIAL PLANNER™ is a professional advisor who has completed specific education and training in financial, estate, and tax planning disciplines, and has passed a rigorous certification exam. A CFP® can help you with a variety of needs, including financial, retirement, investment, estate and tax planning.


    Here is a great article on the benefits of working with a CFP® Professional

  • What should you expect after contacting us?

    As a valued client, you’ll meet one-on-one with our staff in a professional, yet friendly environment to design strategies specific to your needs. By also conferring with estate planning attorneys and CPAs, we take a comprehensive approach to addressing your short-term and long-term wealth management and financial planning objectives.

  • How are we compensated?

    After our initial consultation, for which we do not charge a fee, we are compensated in one of or a combination of three ways:

    1. Fee for service - We charge a flat engagement fee or hourly fee. The amount typically depends upon the scope of the engagement.

    2. Portfolio Management fee - for portfolios that we manage on a discretionary basis; typically 1% - 1.50% annually.

    3. Transactional compensation - for financial holdings that involve a commission; typically 1% - 6% depending upon the holding utilized.

Visit our Financial Advisors Near Bartow Today!

Retirement and financial planning may seem like a daunting task, but it's important to take the time to plan for your future. The choices can be overwhelming, but with the right advice and guidance, you can have a plan to achieve your objectives and enjoy the retirement you desire.


Call our office today or fill out the form on this page to schedule a consultation today.

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