Ready to sleep better knowing your finacial house is in order?

Discover peace of mind through sound WEALTH management

Northern Lights Advisors supports the future you envision

Northern Lights provides financial planning and investment management services as a fiduciary, fee-only, Registered Investment Advisor (RIA) firm.

We help local high-earning individuals and families manage short- and long-term financial planning so they can maximize their assets while freeing up time to live their best lives.

Our team helps you better navigate the scenarios that will enable you to achieve your desired future for your whole family.

We offer consistent and sustainable financial, benefit, and tax planning services so you can rest easy knowing your assets are being strategically managed at a minimal risk to ensure the expected outcomes

Commonly Asked Questions

What Does Northern Lights Advisors Do?

Our firm offers clients investment solutions tailored to each client’s unique circumstances and provide on-going advice for clients whose funds we manage, or we provide one-time financial plans.

In both cases, we look at your full financial status today (including savings, insurance, estate planning, education funding, etc.) And then we create scenarios for what you may be planning in the future.

Where Are You Located?

Northern Lights Advisors has offices in Seattle, Washington.

What Does Investment Managing Include?

As part of your investment management, we can help with:

  • Choosing, monitoring, and keeping investments organized
  • Avoiding investment selection and allocation mistakes
  • Rebalancing
  • Maximizing tax efficiency in investments
  • Tax-loss/Tax-gain harvesting
  • Facilitating Roth Conversions, Backdoor Roth IRAs
  • Prepping and filing form 5500 for Solo 401(k) plans
  • Aligning investments with client values
  • SRI/ESG research and implementation
  • Facilitating corrective actions (removal of excess contributions, etc.)
  • Aligning asset allocation with client time horizons and risk profile (and keeping it up to date)
  • Account management of custodian paperwork and administrative details
  • Income planning (which accounts to pull from and in which order)
  • Avoiding behaviorally and emotionally driven errors

How Much Do your Services Cost

Planning only starts at $7,500 per year. Portfolio management services are fee-based and outlined here.

What states are you registered in?

Northern Lights Advisors is registered in Washington, Virginia, California, and Texas but are happy to work with clients in any state.

Your future starts with a conversation