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
Mike Burke Manager, Advisor Websites & Marketing
After graduating from Penn State University with a B.A. in English, Mike began his career in B2B technology sales, learning how to close deals and, most importantly, developing thick skin. He then took on an operations and management role at a marketing firm, where he recognized a gap in the company’s capabilities and taught himself to design, code, and build websites while handling the day-to-day company operations and managing client relationships. Discovering his passion for design and technology and building up a web design and UX work portfolio, Mike spent the next six years at Comcast, fulfilling various roles on the digital and e-commerce teams, from UX designer to front-end developer to his final role as a Senior Art Director. After transitioning into management consulting, he was on the road for three years, working with enterprise-level companies such as Microsoft, Aon, and Vanguard and expanding his skill set from digital and web to organizational strategy and management.