$31.5M Total AUM
$31.5M Disc. AUM
-- 3Y CAGR
2 Employees
161 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Frontier oak
- Established Date
- 09-17-2018
- Office Locations
- 1
Office Locations
2173 Embassy DR Lancaster PA
About Growth Point Financial LLC
Growth Point Financial is a locally owned, fee-only RIA in Lancaster, PA serving individuals and families across Lancaster County. The CFP-led team provides investment management and personalized planning with a strong retirement focus, including Social Security, Medicare, tax-smart strategies, and estate planning coordination. Emphasis is on clear client education and regular plan reviews; custody includes Schwab.
Team overview
45 AVG AGE
$31.5M AVG AUM / ADVISOR
$195.7K AVG AUM / CLIENT
7.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Vertex fusion Wave
CRM
Horizon wave
Investment Themes
Vertex Signal element
Investment Vehicles
Optima Peak
Services
Eagle Zenith eagle Pioneer frontier Meridian Summit Momentum zenith Beacon unison Horizon atlas
Technology
Capital quantum
Owner & Executives
JOHN BURNS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6545179
- Ownership
- 75% or more
(307) 461-8421
crest.ember@vitalcapital.com
in linkedin.com/in/momentum-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,509,803 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,509,803 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,509,803
Private Funds:
31.4% Cash:
11.4% Equity - Exchange:
27.9% Corporate - Investment Grade:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,042,720,639 | 31.4% |
| Cash | $378,567,366 | 11.4% |
| Equity - Exchange | $926,493,816 | 27.9% |
| Corporate - Investment Grade | $972,984,545 | 29.3% |
| Total | $3,320,766,366 | 100.0% |