Marc B. Schindler, CFP^®

Pivot Point Advisors openly embraces innovation, but at the same time, typifies traditional values of honesty, transparency and mutual trust that come with a personal relationship and deep understanding of its clients’ needs. Investors find in Pivot Point Advisors a partner who matches highly analytical reasoning with a personal touch, to provide the key ingredients for long-term success; rational decisions and disciplined implementation using robust investment strategies. With the right acumen, paired with its proprietary tools, this is a firm perfectly positioned to embrace not merely the economic climate of today, but also the financial horizon of tomorrow, working hard for clients every step of the way.

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Government & Military, Irregular Income, Job Loss, Startup, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances