Action Point Financial

Q: What is Action Point Financial's official website?

Action Point Financial's official website is www.forfiduciary.com

Q: What is Action Point Financial's Revenue?

Action Point Financial's revenue is <$5 Million

Q: What is Action Point Financial's SIC code?

Action Point Financial's SIC: 62,628

Q: What is Action Point Financial's NAICS code?

Action Point Financial's NAICS: 52,523

Q: How many employees does Action Point Financial have?

Action Point Financial has 11-50 employees

Q: What industry does Action Point Financial belong to?

Action Point Financial is in the industry of: Finance , Securities Trading

Q: What is Action Point Financial competition?

Action Point Financial top competitors include: Alliance Wealth Advisors

Q: What technology does Action Point Financial use?

Some of the popular technologies that Action Point Financial uses are: Google Universal Analytics, Squarespace Online Stores, Google Forms, Adobe Typekit

Q: How do I contact Action Point Financial?

Action Point Financial contact info: Phone number: (616) 622-3062 Website: www.forfiduciary.com

Q: What does Action Point Financial do?

Fiduciary Financial Advisors offers independent, fee-only financial planning and investment management services tailored to individual client goals. They prioritize their clients' best interests by providing conflict-free, low-cost investment advice without commission-based products. Serving over 2,000 investors and families across the United State... s, they are recognized as one of the fastest-growing financial advisory firms. Their services include retirement guidance, investment management, and personalized financial planning. Read More

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

99 Monroe Ave NW Ste 200, Grand Rapids, ...

Phone Number

(616) 622-3062

Website

www.forfiduciary.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Action Point Financial

Fiduciary Financial Advisors offers independent, fee-only financial planning and investment management services tailored to individual client goals. They prioritize their clients' best interests by providing conflict-free, low-cost investment advice without commission-based products. Serving over 2,000 investors and families across the United States, they are recognized as one of the fastest-growing financial advisory firms. Their services include retirement guidance, investment management, and personalized financial planning.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Action Point Financial Org Chart

Brook Powers

Chief Executive Officer

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Robert Barcelona

Chief Investment Officer

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Jeffrey Janson

Senior Wealth Advisor

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Financial Advisor

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Senior Financial Advisor

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Action Point Financial

<$5M

11-50

Private

2014

Brook PowersCEO

Alliance Wealth Advisors

$5M

11-50

Private

2012

Christopher RossManaging Planning & Investments Partner

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Action Point Financial Tech Stack

A closer look at the technologies used by Action Point Financial

Google Universal Analytics

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Squarespace Online Stores

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Frequently Asked Questions Regarding Action Point Financial

What is Action Point Financial's official website?

Action Point Financial's official website is www.forfiduciary.com

What is Action Point Financial's Revenue?

Action Point Financial's revenue is <$5 Million

What is Action Point Financial's SIC code?

Action Point Financial's SIC: 62,628

What is Action Point Financial's NAICS code?

Action Point Financial's NAICS: 52,523

How many employees does Action Point Financial have?

Action Point Financial has 11-50 employees

What industry does Action Point Financial belong to?

Action Point Financial is in the industry of: Finance, Securities Trading

What is Action Point Financial competition?

Action Point Financial top competitors include: Alliance Wealth Advisors

What technology does Action Point Financial use?

Some of the popular technologies that Action Point Financial uses are: Google Universal Analytics, Squarespace Online Stores, Google Forms, Adobe Typekit

How do I contact Action Point Financial?

Action Point Financial contact info: Phone number: (616) 622-3062 Website: www.forfiduciary.com

What does Action Point Financial do?

What are Action Point Financial social media links?

Action Point Financial Linkedin page Action Point Financial Facebook page

Is Action Point Financial a public company?

Action Point Financial is private company therefore does not currently have an official ticker symbol

See more information about Action Point Financial

Action Point Financial Latest Hires and Their Positions

Action Point Financial is expanding and recently hired new employees. Here are the latest additions to the team.

Connor McDevitt

Retirement Plan Advisor

Joined Apr 1, 2026

Phone

Sonia Martinez-Trujillo

Financial Fee-Only Advisor

Joined Feb 1, 2026

Phone

Carrie Stammis

Manager, Client Care

Joined Nov 1, 2025

Phone

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