Optimize Your Financial Life
Northern Lights Advisors offers fiduciary financial advisory services for high-earning tech industry employees in Seattle.
• Reduce Risk
• Overcome Complexity
• Avoid Missing Opportunities
Your time is a valuable asset you can’t get back
Northern Lights Advisors is a Seattle-based financial advisory and planning firm specializing in the financial complexities that accompany the local tech ecosystem and high-income households.
Our team helps individuals and families outsource time-consuming wealth-building tasks, including financial planning, investing, tax guidance, risk strategy, liquidity events, and so much more.
As a strategic partner invested in your future and well-being, we navigate the complexities resulting from high income, stock options, and IPO or acquisitions.
Discover the Benefits of Growing Wealth with a Fee-Only Financial Advisor
At Northern Lights Advisors, we work closely with tech industry executives, developers, and engineers as well as high-net-worth clients in Washington, California, Virginia, and Texas. However, we are registered federally with the SEC and are happy to work with clients in any state.
With our team in your corner, you can trust that your investments are in good hands and expect to:
Navigate financial complexity with ease.
For us, the more complicated the more fun.
We can guide you through IRS penalties, stock options vs restricted stock units (RSU), QSBS (Qualified Small Business Stock), 10b5-1 Trading Plans, Section 1202/1045 exchanges, Net Unrealized Appreciation (NUA), and Donor-Advised Funds (DAF), and so much more.
Maximize the impact of your equity.
We don’t just manage your assets; we thoroughly examine every aspect of your financial life to provide personalized care and attention.
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 confident in your financial choices.
We love this stuff and want to help you build the best possible financial future.
Life feels better when you are confident that you’re not missing out on opportunities and decisions that factor into your entire financial life.
(The extra time to spend with your family, enjoy hobbies, or focus on your passions doesn’t hurt either.)
money isn’t everything.
it’s what money can do that Really matters.
Our wealth management services are designed to support you
Unlike brokers or large national advisory firms that lack continuity of service and check in occasionally at best, we provide you with ongoing guidance and management. We deliver clarity over your finances, a roadmap for achieving specific outcomes, and personalized attention throughout the year.
Investment and Portfolio Management
At Northern Lights Advisors, managing an investment portfolio involves thorough due diligence, ongoing research, tax review, asset location, direct indexing, rebalancing, low-cost prioritization, and high-quality performance reporting.
We focus on long-term investment horizons and develop comprehensive portfolios tailored to each client’s goals, values, and circumstances, as well as associated tax efficiencies and implications.
Financial Planning
Rather than one time plans, financial planning is part of our wealth management services. When you hire us, we deep dive to understand your full financial picture.
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.
Bottom line: Our team helps make your everyday and financial life easier — and better.
The Northern Lights Advisors Team
Based in Seattle, Washington, our methods combine deep knowledge, a heavy data-driven process with modeling capabilities, and a team of key experts.
For us, the more intricate, the more at home we are in our element.
Wealth management and so much more
Once we commit to partnering together, we get to work. This is the fun part for us!
Where a one-size-fits-all approach might just gather your credentials or set up accounts, we dive deep into the details that shape your financial reality — and your future.
After your initial consultation, our team takes a four-step process to address your needs and develop a personalized strategy for creating sustainable, long-term wealth.
It’s a little more involved than this, but since we’re all about simplification, here’s the gist:
Map
First, we map out the financial life you envision.
Track
Next, we track where money flows in and out of your life.
snap
Then, 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.
Execute
Finally, Northern Lights Advisors works our magic and takes care of what needs to get done.