Your success. Your terms.

We offer genuine, personalized service to independent financial advisors who want to define their own path forward with the support of a committed business partner.

Who We Are

Grove Point is a partnership of professionals who share the passion and strength to grow independent businesses that serve the clients and the communities in which we live. Our highly engaged leadership listens to you and evolves to serve you better.

How We’re Different

At Grove Point, you collaborate directly with us and can expect nimble decision-making to help you achieve your own definition of success.

As a female-led company, we embrace all forms of diversity and are known for our warm culture and engaged home office teams. We value each other’s uniqueness and take pride in servicing our financial professionals' personal needs to create a culture of inclusion.

We are a forward-thinking company that has the expertise to help you improve your business—and an intentional focus on operating with honesty and accountability.

Our roots run deep, with nearly 40 years of demonstrated commitment to serving financial professionals. Current ownership by Atria Wealth Solutions gives Grove Point access to scale, capital, resources, and additional expertise that provide a significant competitive advantage.