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

We know you understand your finances, but your time is limited. Financial 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 worried you’ll make a catastrophic mistake that impacts your present, future, and legacy. You can be excited by the financial opportunities that await you. At Northern Lights, we partner with you to simplify life’s complexities into sound financial decisions.

Know You’re Making Sound Choices with Your Money with a Fee-Only Financial Advisor

At Northern Lights, 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.

Have clarity about where your financial decisions lead.

When you know where money flows in and out of your life and a plan that takes all the potential risks and opportunities into consideration, sound decisions become much easier and clearer.

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 factor in your entire financial life.

We know money isn’t everything.

We know it’s what money can do that 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

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.

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 your life easier and better.

Investment Management

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.

Financial Complexity No More

Here is how we work toward your financial success after your initial 30-minute consultation. It’s a little more involved than this, but since we’re all about simplifying things, here’s the gist.

Map

We map out the financial life you envision.

Track

We track where money flows in and out of your life.

snap

We will 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 The 3 Opportunities Tech Employees Miss with their Compensation Options