# Hamilton Point Investment Advisors, LLC
Source: https://planprovider.pro/provider/hamilton-point-investment-advisors-llc

> Founded in 2007, Hamilton Point Investment Advisors, LLC is an independent investment boutique based in Chapel Hill in the Research Triangle region of North…

Retirement Plan Advisor

Chapel Hill, NC

## About Hamilton Point Investment Advisors, LLC

<p>Founded in 2007, Hamilton Point Investment Advisors, LLC is an independent investment boutique based in Chapel Hill in the Research Triangle region of North Carolina. The firm works with individuals, families, and nonprofit organizations on investment and planning decisions.</p>

<p>Hamilton Point provides wealth management that includes investment management, financial planning, legacy strategies, and charitable giving. Its approach pairs research with planning so clients can connect day-to-day portfolio decisions to longer-term goals.</p>

<p>For retirement plans, Hamilton Point offers 3(21) fiduciary services, working with plan sponsors on investment recommendations and ongoing monitoring while the sponsor retains final decision-making authority. The firm reports $1.1B in assets under management (2026).</p>

<p>What sets Hamilton Point apart is its boutique structure with a team-based process that keeps planning and portfolio work coordinated, so clients get consistent guidance across their accounts and objectives.</p>

<ul>
<li>Independent investment boutique in the Chapel Hill–Research Triangle area</li>
<li>Wealth management: investment management and financial planning</li>
<li>Legacy strategy and charitable giving support</li>
<li>3(21) fiduciary services for retirement plans as <a href="/plan-advisors">plan advisors</a></li>
</ul>

Website: [https://hamiltonpoint.com/](https://hamiltonpoint.com/)

Founded: 2007

## Office Locations

- Chapel Hill, NC (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1.1B

## Team Members

- **Shannon Wardlaw**, Director

- **Rick Woods**, President and CEO

- **Nate Byrd**, Director

- **Tracy Davies**, Vice President

- **Marci Hansen**, Associate Vice President

- **Lauren Smith**, Associate

- **David Stephan**, Vice President

- **Megan Tarrant**, Vice President

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