What should you know about Northern Lights Advisors?
We offer a comprehensive experience that helps high-income individuals and families in Seattle maximize their financial possibilities.
Together, let's live life to its fullest potential
It’s our mission to help clients and employees find joy and prosperity by maximizing time spent living — and minimizing time worrying.
About Northern Lights Advisors:
I built the kind of firm I would want to work for: An intentional environment with whip-smart and technically savvy financial advisors backed by an incredible support staff who all love this stuff — and our clients.
NAVIGATE SEATTLE’S COMPLEX FINANCIAL LANDSCAPE WITH US
Northern Lights Advisors provides high-touch, ongoing wealth management and investment advice that’s deeply integrated with financial planning because that’s what we would want for ourselves.
Our goal is to offer you peace of mind that your financial wellness is looked after giving you valuable time back.
Consider our team your partner for all of this.
Meet the Northern Lights Advisors team
Martin, Kris, and Brian work as a team for all clients. Kris is organized and has impeccable processes, Brian is attuned to the challenges of multi-generational wealth, and Martin has deep strategy and experience.
We’re perfectly complementary and regardless of your primary contact you always have access to our full an expertise:
- Martin adds great knowledge and extensive experience to help you optimize tech industry-related scenarios, strategize children’s educational journeys, and transference of wealth.
- Kris offers unparalleled insight into retirement planning and benefit/insurance navigation. And as a professional without children, she deeply understands the different considerations for people without heirs.
- With three decades serving ultra-high-net-worth individuals and families, Brian is attuned to the complexities of navigating wealth.
In short, we’re geeky (most of us) and love this stuff (all of us).
We might work well together if…
You want to feel like your financial well-being is being looked after by a trusted friend who happens to be a financial whiz — not some faceless representative in a chain office.
Our team delivers diligent, one-on-one care to each of our clients. We spend a lot of time getting to know you to make sure we’re building a successful relationship from day one. We’re going to get very familiar after all!
Using Northern Lights Advisors for your financial planning, wealth, and portfolio management gives you valuable time back to live your life, be present for your friends and family, and enjoy the beautiful life you’ve built for yourself.
What is Different About the Northern Lights Advisors Approach to Financial Services?
Our team stays on the cutting edge of new strategies, tools, and technologies, including AI, to best help you accomplish your financial goals.
Managing finances and planning for retirement can be complicated. But for us, it’s exciting and deeply integrated. We love diving into your financial details to offer personalized strategies to achieve the best possible outcomes. We also make our process engaging — you might even forget you’re dealing with numbers and intricate financial scenarios.
There’s no one-size-fits-all with Northern Lights Advisors. At the end of the day, expect our dedicated attention and a customized approach tailored to your unique financial situation.
Meet Our team
Our Values:
Do the Right Thing Always
We always do the right thing for the people we serve and the people we work with – to help them live to their fullest potential
Challenge the Conventional
Be curious to understand the client, bring new ideas to the table and be bold enough to try the extraordinary
Do the Work
Deeply listen to what your clients need, do your homework, and deliver beyond expectations with every conversation
No Fluff, Just Value
We cherish straightforward dialog. We roll-up our sleeves and help. We provide practical, actionable advice at every turn
Nothing Is Beneath You
We leave ego at the door and do whatever is required to add value and to help each other.
Enable Wholesome Lives
We promote balanced, healthy, wholesome living in the way we work with each other and our clients. And remember to have fun!
If this is what you are about, Northern Lights Advisors would love to work with you
You’re in that prime phase of life.
You could do it on your own…but your life is very full. You need peace of mind that your financial future is well looked out for so you can dedicate your time today to the things that matter most: your family, your career, your passions, and your dog. (Just kidding about the dog, but only a little). You get how valuable having the right team safeguarding your wealth decisions is.
Yes, your financial life can get quite involved. But, this is where magic happens at Northern Lights. Out of the seemingly intricate puzzle are best course solutions. We get clear on what your financial life looks like right now, what you want to anticipate for tomorrow, what you dream about for the future, and how you’d like to live once work is not a large part of your day-to-day.
Learn more about our comprehensive wealth management services.
Credentials
