A complete list of active advisors currently associated with Northern Lights Advisors, Inc.
Warmer can help you find a great advisor at Northern Lights Advisors, Inc. or one who fits your needs even better.
Northern Lights Advisors works with both individual clients (including high-net-worth households) and institutional clients such as employee benefit plans, providing discretionary portfolio management, financial planning and consulting, and pension consulting with participant education. The firm offers both traditional advisory relationships and a web-based automated portfolio program that uses proprietary model portfolios to deliver investment recommendations. The firm’s approach centers on gathering client-specific information to set objectives and tolerances, then providing continuous monitoring and periodic rebalancing; the web-based program relies on an online questionnaire to select and automatically implement models, and clients in that program grant discretionary authority and may not impose account restrictions. Investment implementation typically emphasizes mutual funds and ETFs but can include direct indexing and, when deemed suitable, short-term trading, margin, or options; the firm also flags tax considerations and encourages clients to consult tax professionals. Several operational practices distinguish the firm from many peers: it assists clients seeking securities-backed lines of credit, has an explicit direct-indexing capability, and uses third-party technology including AI tools to support meetings and portfolio work (clients may opt out of recording). Northern Lights also delegates proxy voting to an independent proxy advisory firm using benchmark guidelines (with plans to review its policy before the 2027 proxy season), and it deploys multiple custody platforms including an automated Betterment-based option that enables fractional-share trading for smaller accounts; hourly consulting is retained only for certain legacy clients.
To learn more about the advisors currently working at Northern Lights 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.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 6
| |
Seattle, WA
| 14
| |
Seattle, WA
| 1
| |
Seattle, WA
| 24
|
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