A complete list of active advisors currently associated with TruNorth Advisors

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

TruNorth Advisors provides discretionary portfolio management, financial planning, and sub‑advisory services to individual clients (including high‑net‑worth individuals) and entities such as family offices, trusts, estates, and private foundations. The firm constructs client portfolios and delivers written financial plans based on each client’s goals, time horizon, and documented risk tolerance. The firm generally applies modern portfolio theory and a primarily long‑term investment orientation while tailoring asset allocation and security selection to a client’s specific situation; it may use shorter‑term trades when circumstances or client objectives warrant. TruNorth Advisors also offers educational seminars and workshops at no charge as a component of its client education and engagement activities. The brochure discloses that multiple advisory personnel are licensed insurance agents and may receive commission‑based compensation for insurance products separate from advisory fees, and describes the firm’s conflicts‑of‑interest disclosure and mitigation practices. The firm also reports a prior civil matter related to earlier insurance advisory activities that was resolved by settlement, a disclosure item that distinguishes it from most peers.

To learn more about the advisors currently working at TruNorth 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.