A Message From Our Founder

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Greetings,

 

I’m Cam Jones — Founder and Wealth Advisor at Legacy Point Financial.

 

First off, thank you for being here. Whether you’re actively searching for a new advisor or just exploring your options, I want to personally welcome you and share a little bit about why I started this firm — and why I believe the way we do things matters.

 

I started Legacy Point Financial with a simple but powerful goal: to do more for the people we serve. After years in the industry — and especially after completing the CERTIFIED FINANCIAL PLANNER™ exam — I came to a realization that changed everything for me:

 

Too often, financial advice is given in silos. Investment guidance here. Tax prep over there. Estate planning somewhere else entirely. But none of those decisions live in isolation. When I studied how a tax return really works — how income is taxed differently, how deductions phase out, how certain strategies can unintentionally trigger unintended consequences — I saw clearly that you can’t give great advice without understanding the full picture.

 

That’s why I launched Legacy Point Financial — to build a firm where we don’t just manage investments. We help you align every part of your financial life in a way that supports your goals, your values, and your peace of mind.

 

We’re also proudly independent — which means we’re not pressured to recommend one product over another, and we don’t have sales quotas determined by people in corporate offices hundreds of miles away. Independence gives us the freedom to take our time, to ask better questions, and to tailor our guidance to your specific situation — without conflict or commission bias. Simply put, we focus on doing what’s right, not just what’s easy.

 

And we’re not just independent — we’re local. As a South Dakota-based small business, we carry the same values our clients do: honesty, hard work, and community. The revenue we earn gets reinvested right here — supporting local nonprofits, partnering with other small businesses, and building something that benefits more than just ourselves.

 

If there’s one thing I want you to take away from this message, it’s this:

We’re here to serve you.

We’re here to roll up our sleeves, tune out the noise, and help you make sense of your financial world — so you can focus on living the life you’ve worked hard to build.

 

Whether you’re approaching retirement, running a business, navigating a big life change, or just wondering if you could be doing something differently — we’re here to help you find clarity and move forward with confidence.

 

Thanks again for stopping by. I hope we get the chance to connect.

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Best Regards,

Cam Jones, CFP®, CEPA®

Founder & Wealth Advisor

Legacy Point Financial