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About Us

Simplifying Money. Enriching Life.

5 POINT specializes in navigating the complexity of money, and simplifying the experience to help you make smart choices with your money. Smart choices enrich life. 

Our advisory, planning and management services include a robust team of portfolio managers, insurance brokerage, tax professionals, estate planning attorneys who all contribute with us to the ongoing support of your financial well being, now and in the future.

Together, we design and maintain a customized financial life planning and wealth management experience you can depend on.

Our Team

Meet your 5 Point Financial team.  Learn More

Meet Tassie Medlin, CFP, Scott Livingston, CFP and Chris Burkhart, FPQP

The Clubhouse 

Our offices has a historic and interesting background. Learn More.