A complete list of active advisors currently associated with Northern Financial Advisors, Inc.

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

Northern Financial Advisors, Inc. is a fee‑only registered investment adviser that serves individuals and high‑net‑worth clients and families. The firm provides holistic financial planning and discretionary portfolio management, and it includes tax preparation services as an option within its retainer engagements. NFA generally acts with discretionary authority for investment management and builds portfolios using its Functional Asset Allocation™ framework, which emphasizes clients’ personal circumstances across three broad asset functions: Interest Earning, Real Estate, and Equities. The firm may allocate portions of client accounts to an unaffiliated sub‑advisor (Asset Dedication, LLC) while retaining oversight, conducting due diligence, and coordinating implementation. Noteworthy features disclosed in the brochure include multiple fee‑delivery models — including fixed annual retainers and an income‑based “Spark” retainer aimed at younger clients — together with the inclusion of tax preparation in retainer services. The brochure also describes the firm’s relationship with Asset Dedication (including a fee schedule that decreases as assets placed with the sub‑advisor grow) and notes that the firm advertises third‑party ratings in its materials.

To learn more about the advisors currently working at Northern Financial Advisors, 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.