Northfork Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NorthFork Advisors provides investment management, comprehensive financial planning, and related advisory services to individuals and families — including high‑net‑worth clients — as well as foundations, trusts, nonprofit organizations, and other business entities. The firm also offers nonprofit endowment portfolio advice, the use of separate managed accounts and curated model portfolios, stand‑alone planning engagements, and occasional educational seminars.
The firm’s investment approach emphasizes long‑term asset allocation and diversification while integrating environmental, social, and governance (ESG) criteria and active shareholder engagement into manager selection and portfolio construction. NorthFork implements strategies through mutual funds, ETFs, and third‑party separate account managers (SMAs), and it monitors sub‑advisors for adherence to ESG mandates while offering index alternatives for clients who prefer them.
NorthFork is organized as a Certified B Corporation and operates as a fee‑only fiduciary, features that shape its stated commitment to values‑aligned investing. Uncommonly for peers in its category, the firm has an ownership link to another registered investment adviser that historically sponsored special‑purpose vehicles (SPVs) for private placements (the brochure notes that entity no longer originates new opportunities), and the firm emphasizes manager due diligence and shareholder engagement when recommending SMAs or other third‑party managers.
Client services
Expertise
Demographic focus
Fee options
Flat fees may be charged for stand-alone financial planning and consulting services, negotiated per engagement.
$0 - $1,000,000: 1.00% annually $1,000,001 - $4,000,000: 0.75% annually $4,000,001+: 0.50% annually
$300 per hour for stand-alone financial planning and consulting services.
Account minimum: $1,000,000 Fee-only: Fees are solely paid by clients; no commissions are received from third parties.
Main office
201 S. Wallace Ave., Suite B3 F
Bozeman MT 59715
Advisors at this office
2
Most active in
Montana
Also doing business as
Northfolk Financial LLC · Northfork Advisors · Northfork Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Sarah F
CFP®, Series 65
Bozeman, MT
Northfork Advisors
Sarah Fitzgerald is a CFP® and Series 65-registered advisor with Northfork Advisors in Bozeman, MT, bringing four years of industry experience. She joined NorthFork Financial LLC in 2019, became a Partner and Advisor in 2022, and also has experience with 45North Partners LLC and Mofi. In addition to her advisory role, she oversees the day-to-day operations at NorthFork Financial. NorthFork Advisors provides investment management and comprehensive financial planning for individuals, families, foundations, trusts, nonprofits, and businesses. The firm focuses on long-term asset allocation and diversification, integrating ESG criteria and active shareholder engagement, and operates as a Certified B Corporation with a fee-only fiduciary structure.
Wesley S
CFA®, Series 65
Bozeman, MT
Northfork Advisors
Wesley Shifrin is a CFA®-designated financial advisor with Northfork Advisors in Bozeman, MT, and has nine years of industry experience. He has worked with Northfork Financial LLC since 2016 and HomeStake Venture Partners LLC since 2017, serving as a Partner and Advisor at Northfork since 2022. Northfork Advisors provides investment management and comprehensive financial planning services to individuals, families, and various organizational clients. The firm’s investment approach focuses on long-term asset allocation and ESG integration, utilizing mutual funds, ETFs, and third-party managed accounts.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)