The Southern Point Difference
Relatable Experiences, Intentional Saving and Investing, Relationships that Span Generations.
Collaborative Team Effort
By using a collaborative team effort, our clients benefit from having several industry professionals, each with unique specialties, manage their assets and help guide along their financial journey.
We offer a wide range of services that go beyond simple financial planning. By offering our clients assistance with navigating Social Security, Medicare, and difficult life experiences. We pair with professionals in the area to collaborate for our client's best interest.
Southern Point is an independent, employee owned firm. Unlike other broker dealers, we are not subject to restrictive procedures or policies. This allows us to truly act in our client's best interest.
Open Door Policy
We believe in an open door policy here at Southern Point. If you need to get in touch with your advisor, stop by our office or call! Being accessible to our clients helps foster relationships and allows us to focus on what matters most.
Founded in 1989, LPL Financial is the largest independent broker/dealer in the US.* With over 16,000 advisors, LPL Financial has superior technology and service that helps our advisors and staff provide exceptional service for our clients.
Goss is building a partnership of established advisors to make independence easier, more fun, and ultimately more successful. Our partnership was founded to give each of our individual practices a better way to serve our clients and to manage time and expenses more effectively than we could on our own. Goss takes pride in a firm built by advisors, for advisors.
More than 13,000 financial advisory firms rely on Fidelity Institutional's innovative technology and deep expertise to help more than 9 million accounts make some of the most complex, important decisions of their lives. Fidelity Institutional's goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.