A complete list of active advisors currently associated with NorthWoods Financial Partners LLC

Warmer can help you find a great advisor at NorthWoods Financial Partners LLC or one who fits your needs even better.

NorthWoods provides discretionary and non‑discretionary asset management, limited‑scope ERISA 3(21) fiduciary services to qualified retirement plans, and comprehensive financial planning and consulting to individuals and business entities. The firm indicates it works with both plan sponsors and individual (including non‑high‑net‑worth) clients and does not impose an account minimum. Portfolio construction and ongoing monitoring are tailored to each client’s objectives, time horizon and risk tolerance and may use fundamental, technical, charting and cyclical analysis as well as long‑ and short‑term strategies and options where appropriate. For retirement plans NorthWoods assists in developing investment policy statements, selecting and monitoring plan investment options, preparing periodic investment reports and providing participant education consistent with Department of Labor guidance. Noteworthy aspects include the firm’s explicit provision of pension consulting as a 3(21) advisor, an offering that is relatively uncommon among peers in this category, together with availability of standalone financial planning for individuals. The brochure also discloses that the firm is newly formed, that its principals maintain outside brokerage affiliations (a potential conflict addressed by disclosures and compliance procedures), and that it currently reports no assets under management.

To learn more about the advisors currently working at NorthWoods Financial Partners LLC, 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.