Northern Lights Advisors Welcomes Brian Whitaker as Partner and Director of High Net Worth Advisory
Seattle, WA — September 2, 2025 — Today, Northern Lights Advisors, a fiduciary, fee-only Registered Investment Advisor (RIA) firm serving high-earning technology and other professionals in the Seattle area, is pleased to announce that Brian Whitaker has joined the firm as Partner and Director of High Net Worth Advisory.
Whitaker brings deep experience in wealth planning, investments, insurance and tax strategies, trusts and estate management, and business succession. His expertise enhances Northern Lights Advisors’ ability to guide families, individuals, and business owners through the complexities of wealth with thoughtful, integrated planning.
“Brian’s background expands our capabilities and strengthens our ability to serve clients at every stage of their financial journey,” said Martin Lundgren, President and Owner of Northern Lights Advisors. “He brings a wealth of knowledge in complex planning strategies and a genuine commitment to client success. We’re delighted to welcome him to the team.”
At Northern Lights Advisors, Whitaker will focus on helping individuals and families navigate the challenges of multi-generational wealth, ensuring that financial legacies are preserved and values passed on. He is a CERTIFIED FINANCIAL PLANNER™ and has served on the board of the School of Business and Non-Profit Management at North Park University. He has also contributed his expertise to nonprofits and community organizations, including Seattle’s Social Venture Partners and the Corporate Council of the 5th Avenue Theatre.
“Joining Northern Lights Advisors is an exciting next chapter — one that allows me to partner with a close-knit, deeply talented team focused on delivering truly personalized advice,” said Whitaker. “After years of serving clients in a larger corporate environment, I’m eager to return to a more boutique setting where relationships are deeper, decisions are swifter, and care is more personal. This move feels like coming home.”
Northern Lights Advisors is a fiduciary, fee-only Registered Investment Advisor (RIA) firm based in Seattle, Washington. The information in this article is not intended as tax, accounting, or legal advice. Read the full disclosure here.
Recent Comments