Financial strength designed to endure through every stage.
Who We Are
At Forge Point Advisors, we make it a point to know your story, your family, and your goals before we talk about your finances.
Our Story
From clients to
friends to partners.
Dave and Steve didn’t start as business partners. One was a client, the other an advisor, and they became friends almost immediately. That friendship grew into a practice that’s lasted more than 25 years.
Now, with the next generation on board, the focus is on continuing to build a practice designed to serve families for decades to come.
Our Services
All your financial pieces working together.
Your financial life has a lot of moving parts — investments, retirement, taxes, estate planning, and more. We can connect it all, so every decision supports the bigger picture.
Investment Management
We build and manage portfolios using stocks, bonds, and mutual funds tailored to your goals. Our focus is long-term results and helping keep your plan on track.
Retirement Planning
Whether you’re saving for retirement or already living it, we help you make the most of your 401(k)s, IRAs, and other accounts. That includes strategies for income, taxes, and making your money last.
Estate & Legacy Planning
Planning ahead means protecting what you’ve built and making sure it passes smoothly to the next generation. We help families create strategies that honor their wishes and preserve wealth for years to come.
Neither Forge Point Advisors nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Our Clients
The people
we work with.
We’ve been fortunate to work with individuals and families all across the country, often across multiple generations. What they all share is a desire for personal attention and a long-term relationship with advisors who care.
Families Building Wealth
For those wanting to grow their assets, we provide financial planning that helps keep everything — investments, retirement, taxes, and insurance — working together.
Multi-Generational Families
Parents and grandparents who want to pass down wealth and values. We help align wealth strategies across generations so families can build lasting legacies.
Pre-Retirees & Retirees
Whether you’re nearing retirement or already there, we help with income planning, tax strategies, and making sure your savings last.
Business Owners
Running a business adds extra layers to financial planning. We help owners balance personal and business goals, from investments and retirement plans to succession and estate planning.
Our Difference
We don’t play favorites.
Some advisors only want the biggest accounts. That’s never been us. Whether you’ve saved $500,000 or $5 million, you’ll get the same level of care and attention.
Equal Care for Every Client
Multi-Generational Focus
Comprehensive Planning
Long-Term Relationships
Nationwide Reach
