TritonPoint Partners, LLC logo

TritonPoint Partners, LLC

Updated today

Client assets under management

$286,475,355

Clients

74

57% high-net-worth

Advisors

5

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

15

Very Low

Average account size

$3,871,289

About

TritonPoint Partners, LLC provides investment management, financial planning, consulting, and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, employee benefit plans, and businesses. The firm reports about $286.5 million in regulatory assets under management across roughly 74 client relationships and offers both discretionary portfolio management and written financial planning engagements.

TPP’s investment process is asset‑allocation driven, grounded in modern portfolio theory, and seeks to combine public equity and fixed‑income exposures with private market alternative investments to improve risk‑adjusted outcomes. The firm layers cyclical and secular macro analysis with both quantitative and fundamental techniques and routinely selects Independent Managers and third‑party programs to implement portions of client portfolios.

The brochure highlights several operational affiliations that distinguish TritonPoint from many peers: participation in the Dynasty Financial Partners network (including access to Dynasty Wealth Management’s TAMP and Dynasty Select) and common control with related TritonPoint entities, arrangements the firm discloses as creating potential conflicts of interest. The firm also uses tools such as Pontera to manage held‑away retirement and education accounts and discloses recommendations for privately placed funds and digital‑asset exposures—features and platform linkages that are relatively uncommon among comparable team advisory firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees typically $2,500 to $10,000; Retirement Plan Consulting flat fees from $750 to $25,000

Commissions

Certain supervised persons offer insurance products under separate commission-based arrangements

Project-based

Financial Planning and Consulting services hourly fee up to $350/hour

Other

Fee-only: Financial Planning and Consulting: hourly fees up to $350/hour; flat fees typically range from $2,500 to $10,000; flat fees for Retirement Plan Consulting range from $750 to $25,000

Main office location

TritonPoint Partners, LLC

5404 Wisconsin Ave, Ste. 330

Chevy Chase MD 20815, United States

Number of offices

4

Most active in

Arizona · California · Florida · Maryland · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Meredith M

Series 65

San Diego, CA

TritonPoint Partners, LLC

Meredith Mc Call is a financial advisor at TritonPoint Partners, LLC with two years of industry experience. She previously worked at Goldman Sachs PFM from 2019 to 2023 and United Capital Financial Advisers from 2010 to 2019. Meredith holds a Series 65 designation. TritonPoint Partners, LLC provides investment advisory services to individuals, trusts, retirement plans, and other business entities. The firm employs a long-term asset allocation strategy grounded in modern portfolio theory, combining public equities, fixed income, and private market alternatives, and uses a mix of in-house and third-party management along with regular portfolio reviews.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Executive
user avatar

Megan H

CFP®, Series 66

San Diego, CA

TritonPoint Partners, LLC

Megan Hayden is a CFP® with seven years of industry experience, currently serving as a financial advisor at TritonPoint Partners, LLC. Her prior roles include positions at Goldman Sachs PFM and Morgan Stanley. She holds the Series 66 designation and is based in San Diego, CA. TritonPoint Partners, LLC is a small advisory team providing investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a long-term asset allocation strategy incorporating public equities, fixed income, and private market alternatives, with portfolios managed through a combination of in-house and third-party resources.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Executive
user avatar

Gregory P

CFP®, ChFC®, Series 66

Scottsdale, AZ

TritonPoint Partners, LLC

Gregory Powers is a CFP® and ChFC® with 24 years of experience in financial advisory roles. He is currently with TritonPoint Partners, LLC, where he serves as a managing director and financial planner. His prior experience includes positions at Goldman Sachs Personal Financial Management and Mercer Allied Company, L.P. TritonPoint Partners, LLC provides advisory services to individuals, trusts, retirement plans, and business entities, focusing on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach that integrates public equities, fixed income, and private market alternatives using both in-house and third-party management.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Executive
user avatar

Jonathan A

Series 63, Series 65

Clarence, NY

TritonPoint Partners, LLC

Jonathan Amoia is a financial advisor at TritonPoint Partners, LLC with four years of industry experience. He previously worked at Sandhill Investment Management for 12 years. Outside of his advisory role, Amoia serves as a principal at Alkemy Machine, where he is involved in strategic decision making and financial oversight. TritonPoint Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities, focusing on long-term asset allocation and modern portfolio theory. The firm combines public equities, fixed income, and private market alternatives, utilizing both in-house and third-party managers along with specialized tools for comprehensive portfolio management.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Executive
user avatar

Harold H

Series 63, Series 65

Chevy Chase, MD

TritonPoint Partners, LLC

Harold Hughes is a financial advisor at TritonPoint Partners, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PNC Capital Advisors, PNC Bank, North Capital Private Securities, and Arete Wealth Management. TritonPoint Partners provides investment advisory services to individuals, trusts, retirement plans, and other business entities. The firm employs a long-term asset allocation strategy incorporating public equities, fixed income, and private market alternatives, using a combination of in-house management and third-party managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Executive
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