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Ready to start?
We’d welcome the opportunity to learn about your goals and discuss how we might help. Reach out to begin exploring what’s possible for your financial future.
Office Address
230 W Catalpa Dr. Suite B
Mishawaka, IN 46545
Phone Number
Frequently Asked Questions
Answers to common questions about our approach.
Get clarity on how we work with clients and what you can expect from our partnership.
Who is &Partners and why do you work with them?
&Partners is our broker-dealer and provides the platform from which we deliver services. They offer robust investment and access to banking services, including safekeeping services by Fidelity, along with strong operational support for our work with clients.
What makes your two-advisor approach different?
You get the access of two experienced professionals strategizing together on your relationship. We both meet with clients and help ensure continuity in your service.
How often will we meet?
We typically hold annual meetings with both advisors present, plus additional conversations throughout the year as needed for your specific situation.
Do you work with clients outside of Indiana?
Yes, we serve clients nationwide. Technology helps us maintain close relationships regardless of geographic location.
Where are my assets held?
&Partners has selected Fidelity Investments through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. &Partners and NFS are members of the Securities Investor Protection Corporation (SIPC) which protects securities customers of its members when a brokerage firm is closed due to bankruptcy of other financial difficulties. &Partners and NFS provide coverage in excess of the traditional SIPC coverage.
What’s your investment philosophy?
We take a relationship-driven approach, aligning your goals and objectives with appropriate investment strategies using thoughtful fundamental principles.
How do you charge for your services?
We’ll discuss our fee structure during our initial consultation, ensuring full transparency about costs before we begin working together.
What size accounts do you typically work with?
We work with families and professionals at various wealth levels. What matters most is mutual fit and shared values around financial planning.
How did you choose the name CirclePoint Financial?
Circle represents wholeness, community, and continuity. Point speaks to focus and guidance. Together, they symbolize both the broader vision and precise direction needed to help build wealth with confidence.