Simplify Your Financial Life
Hire a fiduciary financial advisor and be confident in every financial decision.
• Reduce Risk
• Overcome Complexity
• Avoid Missing Opportunities
Your Time is Too Valuable to Spend Second-Guessing Your Financial Decisions
Know You’re Making Sound Choices with Your Money with a Fee-Only Financial Advisor
Avoid costly financial mistakes.
Have clarity about where your financial decisions lead.
Be comfortable with your financial choices.
We know money isn’t everything.
We know it’s what money can do that matters.
Our Services are Designed to Support You
We give you clarity over your financial life, a roadmap for how to attain specific outcomes, and the ongoing guidance and management to simplify your financial life.
It begins with a deep dive to understand all the financial considerations that often come with living a full, adventure-filled life.
Whether you have stock-based compensation, a second home you have your eye on, children’s colleges to save for or aging parents needing estate planning, we focus on the end result of making your life easier and better.
At Northern Lights, implementation and ongoing management of an investment portfolio requires due diligence, manager monitoring, rebalance activities, as well as high quality performance reporting.
With a focus on long-term investment horizons, we develop comprehensive portfolios based on client goals, values and circumstances as well as tax efficiencies, costs of investments and other tax impacts on investments.
The Northern Lights Team
Your guide through complex financial matters.
Providing personal attention to draw out what’s important to you in an interactive, entertaining, and conversational way, while utilizing his deep knowledge, heavy data-driven process and modeling capabilities, and a team of key experts to present real-life scenarios — all of this brings clarity and sound straight-forward solutions to otherwise complex financial scenarios.
In fact, no scenario is too complex. The more complex the financial landscape, the more likely you will see this team at home in their element.