How we got our start helping corporations & small businesses

Twelve Points was founded with the goal of changing the reputation of the financial services industry.

All too often we see large firms neglecting the unique needs and accommodations required by corporations and small businesses. We understand that business owners and corporate executives wear many hats, and keeping an eye on employees’ retirement plans can occasionally take a back seat. That’s why we provide services such as comprehensive plan reviews, ongoing supervision and analysis, retirement planning, and employee engagement strategies.

We love working with small businesses, not just because we are a small business. Each of the Twelve Points partners grew up in small businesses, ones our families still own and operate today. We feel so fortunate to be in a position to help other small business owners. It's truly gratifying to take something so important as financial planning off the business owner's plate, and also assist them - and their employees - in preparing for retirement.

One of our first clients came in as a long-time personal friend that wanted us to look over his 401(k). It quickly became apparent that their current provider was abusing their fee structure. After this discovery, we took a deep dive into our client’s business and conducted a comprehensive review of their retirement plan. We were able to propose a new retirement plan, saving them thousands of dollars and repositioning their benefit offerings to prepare the business for its next stages of growth.

Through founding and growing Twelve Points over the last several years, we have gained tremendous insight into the demands facing owners, key executives, and employees. One of the reasons we began Twelve Points is to provide our professional knowledge and expertise to clients who the larger firms typically overlook, just as we would with a fortune 500 company.

We’re here to give you one less thing to worry about and provide the attention you need.

Talk To An Expert

You deserve a financial advisor who will curate a plan that keeps your goals in mind and on track. Let’s get started.

AIF®, CPFA®, CMT®, C(k)P®, CPWA®

Co-Founder and CEO

Our Designations