Simplify Your Financial Life

Hire Us a fiduciary financial advisor to gain confidence in every financial decision.

Your Time is Too Valuable to Spend Second-Guessing Your Financial Decisions

We know you understand your finances, but your time is limited. Complexities resulting from high income, stock options, and robust retirement offerings can be time-consuming and overwhelming, too. Don’t get bogged down over what to do or worry you’ll make a catastrophic mistake that impacts your present, future, and legacy.

At Northern Lights Advisors, we partner with you to simplify life’s complexities into sound financial decisions so you can be excited by the financial opportunities that await.

Confidently Make Sound Choices with Your Money with a Fee-Only Financial Advisor

At Northern Lights Advisors, we work closely with tech executives and engineers in Washington, California, Virginia, and Texas.

Avoid costly financial mistakes.

Ditch the overwhelm caused by financial complexity. IRS penalties, stock options vs restricted stock units (RSU), under-diversification, underinsured, unbalanced tax liability…any and all of it can lead to long-term financial consequences.

Gain clarity about where your financial decisions lead.

When you know where money flows in and out of your life and have a plan that considers all the potential risks and opportunities, sound decisions become much easier and more transparent.

Be comfortable with your financial choices.

It’s amazing how much better life feels when you know you’re not missing out on financial opportunities and decisions that factor into your entire financial life.

money isn’t everything.

it’s what money can do that Really matters.

More time for shared experiences with those who matter most
More security for yourself and your family
More wealth preservation
More tax efficiency
More socially responsible investing options
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Our Services are Designed to Support You

We give you clarity over your finances, a roadmap for attaining specific outcomes, and ongoing guidance and management to simplify your financial life.

Financial Planning

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 both your everyday life and financial life easier — and better.

Investment Management

At Northern Lights Advisors, 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 Advisors Team

Complex financial matters? Let us guide you.

We provide personal attention to extract what’s important to you in an interactive, entertaining, and conversational way. Our methods involve a combination of deep knowledge, heavy data-driven process and modeling capabilities, and a team of key experts to present real-life scenarios designed to bring clarity and sound, straightforward solutions to otherwise complex financial scenarios.

For Northern Lights Advisors, the more complex the financial landscape, the more likely you will see this team at home in our element.

Financial Complexity No More

After your initial 30-minute consultation, we take a three-step approach to tackling your needs. It’s a little more involved than this, but since we’re all about simplifying things, here’s the gist:

Map

First, we map out the financial life you envision.

Track

Then we track where money flows in and out of your life.

snap

Finally, we pull it all together into a clear and concise financial roadmap so you know exactly what we will do to support you going forward.

Download Our comprehensive financial planning checklist

Are you taking advantage of all your wealth-building opportunities?