Case Study: North Point Advisor Group

Our latest case study video explores North Point Advisor Group, and how Mike Dolezal and David Hopkins took their firms independent and merged them to create a powerhouse new independent advisory firm, North Point Advisor Group.

North Point was founded on the belief that delivering a superior client experience should be our top priority. They strive to stay on the leading edge of the industry and build long-term relationships with their clients. Their core values represent what they believe it takes to deliver on that promise.

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.

North Point Advisor Group, Great Valley Advisors and LPL Financial are separate entities.

author avatar
Stef Dolan Director, Marketing
Stef joined the GVA Marketing team in 2022, and in her current role as Director of Marketing oversees all website, social media, video, podcast, external marketing, event planning, and advisor marketing programs. Stef has been involved in marketing and advertising since graduating from Columbia University in 2006. She began her career agency-side at Ogilvy and Digitas in New York. Then, after relocating to Pennsylvania, Stef led the digital team at a medical publishing company for 8 years, producing content and videos for world-class brands and surgeons worldwide.