Business Details
Your Trusted Partner for Comprehensive Financial Planning Solutions
At High Point Financial, we are dedicated to providing objective, comprehensive wealth management solutions tailored to the unique needs of individuals, families, and business owners. Our approach combines advanced technology with personalized service to help clients navigate complex financial decisions. With decades of combined experience, our team prioritizes education, transparency, and long-term relationship-building to empower clients in achieving their financial goals.We specialize in financial planning, investment management, tax strategies, and estate planning, while collaborating with external professionals like CPAs and attorneys to ensure holistic solutions. Our fee structure is designed to be flexible, aligning with the diverse needs of our clientele. Headquartered in Berwyn, Pennsylvania, we serve clients who value independence, expertise, and a client-first philosophy in financial advisory services.
Services
Financial Planning
Investment Management
Estate Planning
Tax Strategies
Business Succession
Insurance Planning
Education Planning
Charitable Giving
Post-Retirement Income
Wealth Coordination
Highlights and features
- We offer independent, objective financial advice tailored to your unique needs.
- Our team combines decades of experience with cutting-edge technology for precise planning.
- We prioritize client education to simplify complex financial concepts.
- Our fee structure adapts to your financial situation and goals.
- We collaborate with CPAs, attorneys, and specialists for holistic solutions.
Services
Financial Planning
Our financial planning service creates customized strategies to help clients achieve long-term goals. We analyze income, expenses, investments, and risk tolerance to develop actionable plans. Clients receive ongoing support to adapt to life changes and market conditions.
Investment Management
We design and manage diversified investment portfolios aligned with your risk profile and objectives. Our approach combines active monitoring, tax-efficient strategies, and regular performance reviews to optimize returns while minimizing volatility.
Estate Planning
Our estate planning service ensures your assets are distributed according to your wishes. We coordinate with attorneys to create wills, trusts, and advanced directives while minimizing tax liabilities for future generations.
Tax Strategies
We develop tax-efficient strategies to reduce liabilities and maximize savings. This includes analyzing deductions, credits, and investment structures while collaborating with CPAs for comprehensive compliance.
Business Succession
We help business owners transition ownership smoothly through tailored succession plans. Services include valuation analysis, leadership training, and financial structuring to ensure continuity and legacy preservation.
People
Bryan Benner
Partner
With over 25 years in financial services, Bryan co-founded High Point Financial in 2012. He holds CFP, ChFC, and CLU designations, focusing on comprehensive wealth management for individuals and businesses.
David Minarcik
Partner
Specializing in physician financial planning, David has over 15 years of experience guiding medical professionals through debt management, tax strategies, and retirement planning using tailored technology solutions.
James Nesbitt
Partner
A former business owner, Jim transitioned to financial planning in 2001. He brings 20+ years of experience in investment strategy and wealth transfer solutions for high-net-worth clients.
Steven La Porte
Partner
Steven offers 25+ years of investment management expertise, previously serving as Senior VP at Citigroup. He specializes in customized portfolio strategies and intergenerational wealth planning.
Eric Ferguson
Financial Services Associate
A CFP professional since 2020, Eric supports client service with analytical precision. He focuses on portfolio analysis, tax-efficient strategies, and coordinating with external advisors for holistic solutions.
Questions
What services does High Point Financial offer?
We provide financial planning, investment management, tax strategies, estate planning, business succession, and charitable giving strategies tailored to your unique needs.
How are your fees structured?
Asset management fees range from 0.10% to 1.25% based on assets under management. Financial planning fees range from $1,500 to $15,000 depending on complexity.
Are you affiliated with any financial institutions?
We are independent and not tied to any insurance companies or investment firms, ensuring unbiased recommendations.
How do you collaborate with other professionals?
We work with CPAs, attorneys, and specialists to create integrated solutions that align with your financial goals.
What technology do you use?
We utilize industry-leading financial planning software and a secure client portal for real-time collaboration and document storage.
How do you approach client education?
We simplify complex financial concepts through interactive meetings and personalized guidance to help you make informed decisions.
Reviews (2)
Abbylondon
Jan 13, 2022
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Bryan helped me understand the difference between short term and long term capital gains. We talked about investing to hedge against inflation, too. I will be back to him for the overall financial planning! He was great.
Allison Sandberg
Jan 13, 2022
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We have been working with Bryan at High Point Financial for several years. He has been a great resource to help us as we plan for both retirement as well as college funds. I highly recommend this firm for financial planning.
