About Aurora Pointe Capital

We are an independent RIA providing fee-only fiduciary investment management and advice to help you achieve a brighter financial future.

We take independence seriously – our independence as your investment advisor and your  financial independence.

At Aurora Pointe Capital, we remain focused on one thing – helping you accomplish your financial goals. We provide independent, fee-only, fiduciary investment management and financial planning that puts your best interests first at all times. Your financial plan is backed by the investment experience of a Chartered Financial Analyst® dedicated to developing a portfolio that fits into your financial plan to support your long-term goals.

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What We Do

We provide independent, fee-only, fiduciary investment management and financial planning focused on helping clients achieve their goals. It’s that simple.

Investment Management

Portfolios built with your goals in mind & supported by the credentials & experience of a CFA® charterholder.
Financial Planning

Comprehensive financial planning specifically designed to help you achieve your goals.
Retirement Planning

Income and investment solutions to support your desired lifestyle throughout retirement.

Who We Serve

We support a diverse client base through every stage of the financial journey.

Individuals

We help individuals and families navigate complex financial challenges to achieve their version.

Business Owners

We support business owners with custom financial plans that account for their business & personal needs.

Professionals

We’re experienced in helping attorneys, physicians, accountants, consultants and other.

Non-Profits

We partner with non-profit boards and investment committees to help ensure all portfolio decisions are consistent with the organization’s long-term vision and objectives.