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 Financial Partners LLC is a small advisory firm, founded in 2024, that provides discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm primarily serves individual clients (not high‑net‑worth households) and charges fees based on assets under management, consistent with common practice among similar advisors. Investment programs are developed from each client’s goals, time horizon, and risk tolerance and may employ fundamental, technical, charting and cyclical analysis, with strategies that can include long‑ and short‑term holdings, options and margin where appropriate. Accounts may be managed on a discretionary or non‑discretionary basis, are reviewed at least quarterly, and the firm requires use of a designated custodian while disclosing that it may receive research or other soft‑dollar benefits. Noteworthy aspects of the firm include an unusually small client roster and modest assets under management relative to many supported firms, and an explicit lack of high‑net‑worth clients in its current book. The firm’s investment adviser representatives also maintain registered‑representative roles at a broker‑dealer and devote substantial time to that activity—an arrangement the brochure discloses as a potential conflict of interest—while the firm does not vote client proxies and offers limited‑scope ERISA fiduciary services for retirement plans.

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.