A complete list of active advisors currently associated with North Wind and Sun Advisory LLC

Warmer can help you find a great advisor at North Wind and Sun Advisory LLC or one who fits your needs even better.

North Wind and Sun provides wealth management services to individuals and high‑net‑worth clients, offering both discretionary and non‑discretionary portfolio management alongside comprehensive financial planning and consulting. The firm describes constructing diversified portfolios primarily using low‑cost mutual funds and ETFs, while also noting it may incorporate individual stocks, bonds, and margin transactions when appropriate. The adviser emphasizes a long‑term, fundamental analysis approach to investing, with ongoing portfolio monitoring and formal reviews generally at least annually; clients may place reasonable restrictions on investments. Financial planning engagements may result in a written plan or consultation (typically completed within six months) and the firm may refer clients to attorneys, accountants, or other specialists as part of those services. Compared with peers in the “no active advisors” category, the firm’s explicit combination of individualized portfolio management and standalone financial planning is statistically uncommon, and it discloses that it does not manage private funds or charge performance‑based fees. The brochure also highlights potential conflicts and operational features worth noting for prospective clients: the principal maintains a separate insurance practice that can generate commission income and the firm participates in an institutional custody platform that provides software, research, and other indirect benefits.

To learn more about the advisors currently working at North Wind and Sun Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.