POINTER FINANCIAL ADVISORS LLC
SEC RegisteredPointing the Way to a Future Well Crafted
About the firm
Pointer Financial Advisors is a fee-only, fiduciary financial planning and investment management firm headquartered in Columbia, Maryland, serving the surrounding areas. As NAPFA-affiliated advisors, they are committed to maintaining the highest level of competency with a client-centered focus, aligning solely with their clients' interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management
Who they serve
Clients preparing for or in retirement, and the surrounding Howard County, Maryland area
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 96 | $34M |
| High Net Worth Individuals | 61 | $140M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. POINTER FINANCIAL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.