About Decisionpoint Financial, LLC
<p>Founded in 2018, Decisionpoint Financial, LLC is a fee-only fiduciary registered investment advisor that works with individuals, high-net-worth clients, and business owners on long-term planning and investment decisions.</p> <p>Headquartered in Mesa in the Phoenix metro area, with an additional office in Gig Harbor in the Seattle–Tacoma region, the firm supports clients across multiple states. It reports $0.8B in assets under management (2026).</p> <p>Decisionpoint Financial’s planning process covers practical topics that affect day-to-day finances and long-term outcomes, including investments, taxes, retirement, business planning, estate planning, life insurance, and gifting. Its team includes CERTIFIED FINANCIAL PLANNER™ professionals who coordinate these pieces into a single plan.</p> <p>A key differentiator is its fee-only model paired with fiduciary practices focused on transparency, including conflict-of-interest disclosure and a defined code of ethics. The firm also offers 3(38) investment management services for retirement plans as part of its work with <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>Fee-only fiduciary RIA services</li> <li>3(38) investment management for retirement plans</li> <li>Investment management and retirement planning</li> <li>Financial planning across taxes, estate planning, insurance, and gifting</li> </ul>
Website: https://decisionpointfinancial.com/
Founded: 2018
Office Locations
- Mesa, AZ (Headquarters)
- Gig Harbor, WA
Services Offered
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $848.7M
Team Members
- Scott Johnson, CFP®, CPFA®, AIF®
- Matt Daley, CFP®, AIF®
- Joseph Weber, CFS, CPFA®, AIF®, CDFA®
- CJ Harrison, CFP®, AIF®, CPFA®