A complete list of active advisors currently associated with Northfork Advisors

Warmer can help you find a great advisor at Northfork Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Northfork Advisors, 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
Sarah Fitzgerald	Bozeman, MT	4
Wesley Shifrin	Bozeman, MT	9

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