A complete list of active advisors currently associated with Northern Capital Management, Inc.

Warmer can help you find a great advisor at Northern Capital Management, Inc. or one who fits your needs even better.

Northern Capital Management provides investment management and financial planning to individuals, families, corporations, foundations, and endowments, and advises retirement plans and plan participants. The firm offers asset management across Investment Objective models and a Financial Planning Only engagement made available through a promoter relationship with the Washington State Medical Association. Investment decisions are made by an internal Investment Committee led by the chief investment officer, which emphasizes long-term asset-allocation models over market timing and conducts regular quarterly reviews. The committee uses quantitative third‑party tools in its vetting process, including Fi360 Fiduciary Scores and Morningstar sustainability ratings, and primarily implements portfolios with mutual funds and ETFs. The firm’s brochure highlights several client-education and marketing practices that are less common among peers: it publishes news and educational articles on its website and via email and social media, offers workshops and presenter-led webinars or conference sessions, and documents policies for promotional relationships. Northern Capital also discloses a formal promoter agreement with the Washington State Medical Association and a recent merger that consolidated a former affiliated retirement-services entity into the firm, updates that affected its rollover, brokerage aggregation, and plan-client disclosures.

To learn more about the advisors currently working at Northern Capital Management, Inc., 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.