Meet Our Team
Our firm was founded as McCarthy and Associates Inc. in 1972 by J. Patrick "Pat" McCarthy out of his very own home. Pat established the practice on the premise of educating clients on how to financially prepare for retirement. As the practice grew, he was joined by his son-in-law, Keith Blakeman. In 1999, Keith purchased the practice from Pat and formed Blakeman and Associates Inc. with his bride, Mary.
Today, we are known as Five Point Wealth Advisors. As times have changed since our firm was founded, so have our clients' needs. We take a team-based approach to financial planning that allows us to deliver the personal and professional levels of care our clients expect.