A complete list of active advisors currently associated with Northland Capital Management

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

Northland Capital Management is a fee-only investment adviser that provides discretionary portfolio management and limited financial planning services primarily to individuals, trusts, and pension plans. The firm manages model portfolios across risk profiles for roughly 283 clients and about $235 million in discretionary assets. The firm implements diversified model portfolios built mainly from ETFs and mutual funds and combines three equity components — a market-cap core, a fundamentally weighted sleeve, and a value/profitability-focused sleeve — producing an overall value tilt. Northland also offers ESG model portfolios that use third‑party carbon‑intensity estimates (Scope 1 and 2) and manages accounts under discretionary trading authority with a longer-term orientation and occasional tactical rebalancing after price declines. Distinctive aspects include a small, three-person advisory team overseeing substantial assets and a client mix that includes pension plans — a client type that can encompass state or municipal relationships and is relatively uncommon among peers. The firm provides quarterly performance reporting to clients, acts as an authorized agent for a subset of self-directed brokerage accounts, and reports portfolio carbon‑intensity estimates for its ESG strategies.

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