Hilliard, OH Lyman Drive Office

True North Financial Advisors provides discretionary portfolio management and financial planning for individual and high-net-worth clients. The firm maintains a small client base and manages client assets internally rather than outsourcing to third‑party subadvisers.

The firm documents each client’s goals and risk tolerance in an investment policy statement and applies fundamental analysis and modern portfolio theory, with both long‑ and short‑term trading and periodic rebalancing. It implements custom model portfolios and tax‑management tools via the Altruist platform while retaining responsibility for suitability and discretionary decisions and conducting regular (quarterly) account reviews.

True North operates with a two‑advisor management team overseeing roughly $50 million in client assets, producing a relatively high assets‑per‑client profile compared with many peers. The firm discloses an institutional relationship with its custodian/platform and a separate family‑office advisory entity associated with firm management; it reports no receipt of soft‑dollar benefits and says it does not delegate investment management to outside advisers.