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.