HighPoint Planning Partners Employee Directory

Financial ServicesIllinois, United States11-50 Employees

HighPoint Advisor Group | Independence with Support

At HighPoint Advisor Group, we empower financial advisors to grow their business on their own terms. Our comprehensive value proposition is designed to simplify your transition and accelerate your growth. Advisors benefit from knowledgeable, behind-the-scenes transition support; proactive compliance and risk-management partnership; ongoing business reviews and coaching; a virtual admin program; multiple office solutions; and concierge-level resources for both advisors and their clients.

HighPoint is also committed to helping advisors plan for the future. We partner with leading industry experts to provide robust succession planning solutions—creating opportunities whether you’re building toward the next phase or preparing for your ultimate transition.

At HighPoint Advisor Group, we strive not to be your next decision, but your best one. If you’d like to explore whether our culture and platform are the right fit for your practice, please reach out to inquiries@hiptpartners.com.

Find HighPoint Planning Partners employees' phone numbers or email addresses

HighPoint Planning Partners Global Highlights

Location
Employees

North America
49

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  • United States Of America
    49

HighPoint Planning Partners's Leadership

  • Stylized image of a person
    E. M. D.
    Cfo And Coo
    Phone icon
  • Stylized image of a person
    M. C.
    Principal And Partner
    Phone icon
  • Stylized image of a person
    M. J.
    Director Of Compliance
    Phone icon
  • Stylized image of a person
    P. L.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    D. R.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    D. S.
    Financial Consultant
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  • Stylized image of a person
    L. A.
    Compliance Coordinator
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  • Stylized image of a person
    P. B.
    Phone icon

HighPoint Planning Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from HighPoint Planning Partners

Name
Title
Contact Info
Location
Last Update
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    E. M. D.
    Cfo And Coo
    Phone icon
    United StatesConnecticut
    Mar 06, 2026
  • Stylized image of a person
    M. C.
    Principal And Partner
    Phone icon
    Nov 10, 2025
  • Stylized image of a person
    M. J.
    Director Of Compliance
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    P. L.
    Wealth Advisor
    Phone icon
    United StatesTennessee
    Oct 24, 2025
  • Stylized image of a person
    D. R.
    Wealth Advisor
    Phone icon
    Aug 03, 2024
  • Stylized image of a person
    D. S.
    Financial Consultant
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    L. A.
    Compliance Coordinator
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    P. B.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is HighPoint Planning Partners known for?

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HighPoint Planning Partners was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 2651 Warrenville Road Suite 200 Downers Grove, Illinois United States; you can contact the main corporate office by phone at . Explore HighPoint Planning Partners's company overview page for more information.

What is HighPoint Planning Partners's most common email format?

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HighPoint Planning Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more HighPoint Planning Partners email formats with LeadIQ.

How many employees does HighPoint Planning Partners have currently?

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HighPoint Planning Partners has approximately 29 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are HighPoint Planning Partners's key employees and leadership?

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As of March 2026, HighPoint Planning Partners's key employees include:

  • Cfo And Coo: E. M. D.
  • Principal And Partner: M. C.
  • Director Of Compliance: M. J.
  • Wealth Advisor: P. L.
  • Wealth Advisor: D. R.

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